USA FINANCIAL FORMULAS’s American Electric Power AEP Stock Holding History

USA FINANCIAL FORMULAS’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	$820K	Buy	+5,996	New	+$790K	0.15%	45

Other funds holding AEP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

USA FINANCIAL FORMULAS's AEP Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in American Electric Power (AEP) in Q2 2026: 5,996 shares worth $820K. The stake represents 0.15% of the portfolio and ranks #45 among its holdings.

1,033 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

USA FINANCIAL FORMULAS held 5,996 shares of American Electric Power worth $820K as of Q2 2026.
American Electric Power was a new USA FINANCIAL FORMULAS position in Q2 2026.
American Electric Power made up 0.15% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #45 holding.
1,033 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.