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Worthington Financial Partners’s American Electric Power AEP Stock Holding History

Worthington Financial Partners’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 		– Sell
-3,779
Closed -$495K – 100
2026
Q1 		$495K Sell
3,779
-138
-4% -$17.3K 0.43% 81
2025
Q4 		$452K Buy
+3,917
New +$463K 0.4% 76

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

Worthington Financial Partners's AEP Position: Q2 2026 in Review

Worthington Financial Partners sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 3,779 shares — an estimated $495K sold.

Worthington Financial Partners first reported a position in AEP in Q4 2025 and held it in 2 quarters. The position peaked at $495K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Worthington Financial Partners reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Worthington Financial Partners sold 3,779 American Electric Power shares in Q2 2026, an estimated $495K.
  • Worthington Financial Partners first reported a position in American Electric Power in Q4 2025 and held it in 2 quarters.
  • Worthington Financial Partners's American Electric Power position peaked at $495K in Q1 2026.
  • 1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.