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Wayfinding Financial’s American Electric Power AEP Stock Holding History

Wayfinding 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 		$304K Buy
2,227
+27
+1% +$3.56K 0.12% 123
2026
Q1 		$288K Buy
2,200
+82
+4% +$10.3K 0.13% 112
2025
Q4 		$244K Sell
2,118
-13
-0.6% -$1.53K 0.1% 129
2025
Q3 		$239K Buy
2,131
+20
+0.9% +$2.19K 0.1% 129
2025
Q2 		$242K Sell
2,111
-108
-5% -$11.2K 0.11% 122
2025
Q1 		$242K Sell
2,219
-62
-3% -$6.28K 0.11% 120
2024
Q4 		$210K Buy
+2,281
New +$221K 0.11% 129

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

Wayfinding Financial's AEP Position: Q2 2026 in Review

Wayfinding Financial increased its American Electric Power (AEP) stake by 1.2% in Q2 2026, buying an estimated $3.56K and bringing the position to 2,227 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #123.

Wayfinding Financial first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wayfinding Financial held 2,227 shares of American Electric Power worth $304K as of Q2 2026.
  • Wayfinding Financial bought 27 American Electric Power shares in Q2 2026, an estimated $3.56K.
  • American Electric Power made up 0.12% of Wayfinding Financial's portfolio in Q2 2026, its #123 holding.
  • Wayfinding Financial first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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