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XML Financial’s American Electric Power AEP Stock Holding History

XML Financial’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 		$342K Hold
2,500
– – 0.02% 346
2026
Q1 		$328K Sell
2,500
-687
-22% -$86K 0.03% 330
2025
Q4 		$367K Buy
3,187
+827
+35% +$97.7K 0.03% 309
2025
Q3 		$266K Hold
2,360
– – 0.02% 331
2025
Q2 		$245K Buy
2,360
+125
+6% +$13K 0.02% 327
2025
Q1 		$244K Sell
2,235
-733
-25% -$74.3K 0.02% 311
2024
Q4 		$274K Buy
2,968
+47
+2% +$4.55K 0.03% 302
2024
Q3 		$300K Buy
2,921
+106
+4% +$10.3K 0.03% 290
2024
Q2 		$247K Buy
2,815
+6
+0.2% +$525 0.02% 296
2024
Q1 		$242K Sell
2,809
-193
-6% -$15.7K 0.02% 303
2023
Q4 		$244K Buy
3,002
+211
+8% +$16.4K 0.03% 290
2023
Q3 		$210K Buy
2,791
+5
+0.2% +$407 0.03% 295
2023
Q2 		$235K Buy
+2,786
New +$246K 0.03% 302
2020
Q1 		– Sell
-2,888
Closed -$273K – 171
2019
Q4 		$273K Buy
+2,888
New +$267K 0.1% 142

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

XML Financial's AEP Position: Q2 2026 in Review

XML Financial held its American Electric Power (AEP) position steady in Q2 2026 at 2,500 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #346.

XML Financial first reported a position in AEP in Q4 2019 and has held it in 14 quarters since. The position peaked at $367K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • XML Financial held 2,500 shares of American Electric Power worth $342K as of Q2 2026.
  • XML Financial left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of XML Financial's portfolio in Q2 2026, its #346 holding.
  • XML Financial first reported a position in American Electric Power in Q4 2019 and has held it in 14 quarters since.
  • XML Financial's American Electric Power position peaked at $367K in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.