TFG
AEP icon

Taylor Financial Group’s American Electric Power AEP Stock Holding History

Taylor Financial Group’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 		$727K Sell
5,314
-62
-1% -$8.17K 0.4% 53
2026
Q1 		$705K Hold
5,376
– – 0.43% 50
2025
Q4 		$620K Hold
5,376
– – 0.36% 57
2025
Q3 		$605K Hold
5,376
– – 0.35% 52
2025
Q2 		$558K Buy
5,376
+100
+2% +$10.4K 0.35% 57
2025
Q1 		$577K Sell
5,276
-234
-4% -$23.7K 0.4% 52
2024
Q4 		$508K Buy
5,510
+1,200
+28% +$116K 0.35% 59
2024
Q3 		$442K Hold
4,310
– – 0.31% 65
2024
Q2 		$378K Hold
4,310
– – 0.29% 71
2024
Q1 		$371K Hold
4,310
– – 0.28% 69
2023
Q4 		$350K Buy
+4,310
New +$335K 0.29% 70

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

Taylor Financial Group's AEP Position: Q2 2026 in Review

Taylor Financial Group reduced its American Electric Power (AEP) stake by 1.2% in Q2 2026, selling an estimated $8.17K and leaving 5,314 shares worth $727K. The position accounts for 0.4% of the portfolio, ranked #53.

Taylor Financial Group first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Taylor Financial Group held 5,314 shares of American Electric Power worth $727K as of Q2 2026.
  • Taylor Financial Group sold 62 American Electric Power shares in Q2 2026, an estimated $8.17K.
  • American Electric Power made up 0.4% of Taylor Financial Group's portfolio in Q2 2026, its #53 holding.
  • Taylor Financial Group first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.