Posts  / #POST-222720
REDDIT

AEP trade or keep

N
Mar 24, 2026 · 13:21

I’m due to inherit about 200,000 dollars worth of American electric power within the next few weeks. I do not need the money so no need to cash out. My portfolio now consists of SWPPX, SCHD, SCHY and SCHA. Yes I use Schwab lol. Every now and then I might hold a few individual stocks just for fun but nothing of significance. My question is should I keep the inherited AEP or instead buy more of what I currently have. Not sure what to do. I am certainly open to talking to an advisor but just wanted some opinions as well