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SYM Financial Corp’s American Electric Power AEP Stock Holding History

SYM Financial Corp’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 		$286K Buy
2,088
+25
+1% +$3.29K 0.02% 272
2026
Q1 		$270K Buy
2,063
+69
+3% +$8.63K 0.03% 244
2025
Q4 		$230K Sell
1,994
-19
-0.9% -$2.24K 0.02% 283
2025
Q3 		$226K Buy
+2,013
New +$220K 0.02% 288

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

SYM Financial Corp's AEP Position: Q2 2026 in Review

SYM Financial Corp increased its American Electric Power (AEP) stake by 1.2% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,088 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #272.

SYM Financial Corp first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SYM Financial Corp held 2,088 shares of American Electric Power worth $286K as of Q2 2026.
  • SYM Financial Corp bought 25 American Electric Power shares in Q2 2026, an estimated $3.29K.
  • American Electric Power made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #272 holding.
  • SYM Financial Corp first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.