Wescott Financial Advisory Group’s American Electric Power AEP Stock Holding History

Wescott Financial Advisory 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	$204K	Buy	+1,489	New	+$196K	0.02%	194

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wescott Financial Advisory Group's AEP Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in American Electric Power (AEP) in Q2 2026: 1,489 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings.

1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Wescott Financial Advisory Group held 1,489 shares of American Electric Power worth $204K as of Q2 2026.
American Electric Power was a new Wescott Financial Advisory Group position in Q2 2026.
American Electric Power made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #194 holding.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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