Widmann Financial Services’s American Electric Power AEP Stock Holding History

Widmann Financial Services’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	$379K	Hold	2,771	–	–	0.2%	88
2026 Q1	$363K	Hold	2,771	–	–	0.22%	85
2025 Q4	$320K	Sell	2,771 -310	-10%	-$36.6K	0.2%	90
2025 Q3	$347K	Buy	3,081 +129	+4%	+$14.1K	0.22%	83
2025 Q2	$306K	Hold	2,952	–	–	0.21%	86
2025 Q1	$323K	Hold	2,952	–	–	0.25%	78
2024 Q4	$272K	Hold	2,952	–	–	0.21%	83
2024 Q3	$303K	Hold	2,952	–	–	0.23%	78
2024 Q2	$259K	Hold	2,952	–	–	0.21%	83
2024 Q1	$254K	Hold	2,952	–	–	0.21%	83
2023 Q4	$240K	Hold	2,952	–	–	0.22%	80
2023 Q3	$222K	Hold	2,952	–	–	0.22%	76
2023 Q2	$249K	Hold	2,952	–	–	0.24%	71
2023 Q1	$269K	Hold	2,952	–	–	0.27%	66
2022 Q4	$280K	Hold	2,952	–	–	0.29%	62
2022 Q3	$255K	Hold	2,952	–	–	0.28%	68
2022 Q2	$283K	Sell	2,952 -250	-8%	-$24.8K	0.29%	67
2022 Q1	$319K	Hold	3,202	–	–	0.28%	65
2021 Q4	$284K	Buy	+3,202	New	+$270K	0.23%	68

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

Widmann Financial Services's AEP Position: Q2 2026 in Review

Widmann Financial Services held its American Electric Power (AEP) position steady in Q2 2026 at 2,771 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #88.

Widmann Financial Services first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Widmann Financial Services held 2,771 shares of American Electric Power worth $379K as of Q2 2026.
Widmann Financial Services left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.2% of Widmann Financial Services's portfolio in Q2 2026, its #88 holding.
Widmann Financial Services first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.