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Symphony Financial’s American Electric Power AEP Stock Holding History

Symphony 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 		$465K Buy
3,373
+903
+37% +$119K 0.05% 205
2026
Q1 		$321K Buy
2,470
+368
+18% +$46K 0.04% 219
2025
Q4 		$244K Sell
2,102
-1,209
-37% -$143K 0.03% 253
2025
Q3 		$370K Buy
3,311
+72
+2% +$7.88K 0.05% 196
2025
Q2 		$315K Buy
+3,239
New +$337K 0.04% 195
2025
Q1 		– Sell
-2,725
Closed -$267K – 94
2024
Q4 		$267K Sell
2,725
-34
-1% -$3.29K 0.04% 191
2024
Q3 		$281K Sell
2,759
-35
-1% -$3.42K 0.05% 187
2024
Q2 		$247K Sell
2,794
-190
-6% -$16.6K 0.05% 184
2024
Q1 		$257K Sell
2,984
-488
-14% -$39.7K 0.06% 158
2023
Q4 		$281K Buy
+3,472
New +$270K 0.06% 168
2023
Q3 		– Sell
-3,472
Closed -$289K – 160
2023
Q2 		$289K Buy
3,472
+201
+6% +$17.8K 0.07% 154
2023
Q1 		$296K Sell
3,271
-1,099
-25% -$101K 0.08% 176
2022
Q4 		$417K Sell
4,370
-1,699
-28% -$155K 0.11% 152
2022
Q3 		$541K Buy
6,069
+338
+6% +$33.4K 0.18% 123
2022
Q2 		$547K Sell
5,731
-296
-5% -$29.3K 0.16% 121
2022
Q1 		$623K Buy
+6,027
New +$551K 0.15% 116
2020
Q2 		– Sell
-9,081
Closed -$760K – 134
2020
Q1 		$760K Buy
+9,081
New +$859K 0.52% 39

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

Symphony Financial's AEP Position: Q2 2026 in Review

Symphony Financial increased its American Electric Power (AEP) stake by 37% in Q2 2026, buying an estimated $119K and bringing the position to 3,373 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #205.

Symphony Financial first reported a position in AEP in Q1 2020 and has held it in 17 quarters since. The position peaked at $760K in Q1 2020. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Symphony Financial held 3,373 shares of American Electric Power worth $465K as of Q2 2026.
  • Symphony Financial bought 903 American Electric Power shares in Q2 2026, an estimated $119K.
  • American Electric Power made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #205 holding.
  • Symphony Financial first reported a position in American Electric Power in Q1 2020 and has held it in 17 quarters since.
  • Symphony Financial's American Electric Power position peaked at $760K in Q1 2020.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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