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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Widmann Financial Services's AEP Position: Q1 2026 in Review

Widmann Financial Services held its American Electric Power (AEP) position steady in Q1 2026 at 2,771 shares worth $363K. The position accounts for 0.22% of the portfolio, ranked #85.

Widmann Financial Services first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Widmann Financial Services held 2,771 shares of American Electric Power worth $363K as of Q1 2026.
  • Widmann Financial Services left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.22% of Widmann Financial Services's portfolio in Q1 2026, its #85 holding.
  • Widmann Financial Services first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.