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Stonebridge Financial Group, LLC/CA’s American Electric Power AEP Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$543K Buy
+3,971
New +$523K 0.08% 166

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's AEP Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in American Electric Power (AEP) in Q2 2026: 3,971 shares worth $543K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings.

1,677 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,971 shares of American Electric Power worth $543K as of Q2 2026.
  • American Electric Power was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • American Electric Power made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #166 holding.
  • 1,677 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.