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Union Savings Bank’s American Electric Power AEP Stock Holding History

Union Savings Bank’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 		$31.5K Hold
230
– – 0.01% 225
2026
Q1 		$30.1K Hold
230
– – 0.01% 220
2025
Q4 		$26.5K Buy
+230
New +$27.2K 0.01% 232
2025
Q2 		$26K Hold
230
– – 0.01% 235
2025
Q1 		$25.1K Hold
230
– – 0.01% 243
2024
Q4 		$21.2K Sell
230
-80
-26% -$7.74K 0.01% 250
2024
Q3 		$31.8K Buy
310
+5
+2% +$488 0.02% 240
2024
Q2 		$26.8K Hold
305
– – 0.01% 244
2024
Q1 		$26.3K Buy
305
+75
+33% +$6.1K 0.01% 244
2023
Q4 		$18.7K Hold
230
– – 0.01% 261
2023
Q3 		$17.3K Hold
230
– – 0.01% 261
2023
Q2 		$19.5K Buy
+230
New +$20.3K 0.01% 251

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

Union Savings Bank's AEP Position: Q2 2026 in Review

Union Savings Bank held its American Electric Power (AEP) position steady in Q2 2026 at 230 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Union Savings Bank first reported a position in AEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.8K in Q3 2024. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Union Savings Bank held 230 shares of American Electric Power worth $31.5K as of Q2 2026.
  • Union Savings Bank left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #225 holding.
  • Union Savings Bank first reported a position in American Electric Power in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's American Electric Power position peaked at $31.8K in Q3 2024.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.