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Summit Financial’s American Electric Power AEP Stock Holding History

Summit Financial’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.88M Buy
57,632
+679
+1% +$89.4K 0.09% 235
2026
Q1 		$7.47M Buy
56,953
+26,631
+88% +$3.33M 0.1% 215
2025
Q4 		$3.5M Sell
30,322
-676
-2% -$79.8K 0.05% 340
2025
Q3 		$3.49M Buy
30,998
+688
+2% +$75.3K 0.05% 339
2025
Q2 		$3.15M Sell
30,310
-1,569
-5% -$163K 0.07% 227
2025
Q1 		$3.48M Buy
31,879
+2,137
+7% +$216K 0.1% 177
2024
Q4 		$2.74M Buy
29,742
+9,367
+46% +$907K 0.1% 171
2024
Q3 		$2.09M Buy
20,375
+456
+2% +$44.5K 0.08% 174
2024
Q2 		$1.75M Buy
19,919
+9,044
+83% +$791K 0.08% 169
2024
Q1 		$936K Buy
10,875
+257
+2% +$20.9K 0.06% 193
2023
Q4 		$862K Sell
10,618
-270
-2% -$21K 0.06% 187
2023
Q3 		$819K Sell
10,888
-11
-0.1% -$895 0.06% 182
2023
Q2 		$918K Sell
10,899
-884
-8% -$78.1K 0.07% 164
2023
Q1 		$1.07M Buy
11,783
+287
+2% +$26.3K 0.09% 110
2022
Q4 		$1.09M Buy
11,496
+1,187
+12% +$108K 0.1% 104
2022
Q3 		$891K Buy
10,309
+2,665
+35% +$263K 0.08% 120
2022
Q2 		$733K Buy
7,644
+245
+3% +$24.3K 0.07% 128
2022
Q1 		$738K Buy
7,399
+775
+12% +$70.8K 0.06% 145
2021
Q4 		$589K Buy
6,624
+2,039
+44% +$172K 0.04% 155
2021
Q3 		$372K Buy
+4,585
New +$400K 0.03% 170

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's AEP Position: Q2 2026 in Review

Summit Financial increased its American Electric Power (AEP) stake by 1.2% in Q2 2026, buying an estimated $89.4K and bringing the position to 57,632 shares worth $7.88M. The position accounts for 0.09% of the portfolio, ranked #235.

Summit Financial first reported a position in AEP in Q3 2021 and has held it in 20 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Summit Financial held 57,632 shares of American Electric Power worth $7.88M as of Q2 2026.
  • Summit Financial bought 679 American Electric Power shares in Q2 2026, an estimated $89.4K.
  • American Electric Power made up 0.09% of Summit Financial's portfolio in Q2 2026, its #235 holding.
  • Summit Financial first reported a position in American Electric Power in Q3 2021 and has held it in 20 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.