4J Wealth Management’s American Electric Power AEP Stock Holding History

4J Wealth Management’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	$758K	Hold	5,544	–	–	0.37%	48
2026 Q1	$727K	Hold	5,544	–	–	0.41%	46
2025 Q4	$639K	Buy	+5,544	New	+$655K	0.37%	46
2022 Q3	–	Sell	-2,246	Closed	-$215K	–	71
2022 Q2	$215K	Sell	2,246 -20	-0.9%	-$1.98K	0.27%	60
2022 Q1	$226K	Sell	2,266 -50	-2%	-$4.57K	0.2%	69
2021 Q4	$206K	Sell	2,316 -328	-12%	-$27.7K	0.17%	76
2021 Q3	$215K	Sell	2,644 -33	-1%	-$2.88K	0.19%	72
2021 Q2	$226K	Hold	2,677	–	–	0.2%	69
2021 Q1	$227K	Buy	2,677 +134	+5%	+$10.8K	0.21%	70
2020 Q4	$211K	Buy	+2,543	New	+$221K	0.2%	71

Other funds holding AEP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

4J Wealth Management's AEP Position: Q2 2026 in Review

4J Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 5,544 shares worth $758K. The position accounts for 0.37% of the portfolio, ranked #48.

4J Wealth Management first reported a position in AEP in Q4 2020 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

4J Wealth Management held 5,544 shares of American Electric Power worth $758K as of Q2 2026.
4J Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.37% of 4J Wealth Management's portfolio in Q2 2026, its #48 holding.
4J Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 10 quarters since.
824 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.