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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Summit Financial's AEP Position: Q1 2026 in Review

Summit Financial increased its American Electric Power (AEP) stake by 88% in Q1 2026, buying an estimated $3.33M and bringing the position to 56,953 shares worth $7.47M. The position accounts for 0.1% of the portfolio, ranked #215.

Summit Financial first reported a position in AEP in Q3 2021 and has held it in 19 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Summit Financial held 56,953 shares of American Electric Power worth $7.47M as of Q1 2026.
  • Summit Financial bought 26,631 American Electric Power shares in Q1 2026, an estimated $3.33M.
  • American Electric Power made up 0.1% of Summit Financial's portfolio in Q1 2026, its #215 holding.
  • Summit Financial first reported a position in American Electric Power in Q3 2021 and has held it in 19 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.