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Abacus Planning Group’s American Electric Power AEP Stock Holding History

Abacus Planning Group’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 		$510K Buy
3,728
+144
+4% +$19K 0.06% 139
2026
Q1 		$470K Sell
3,584
-714
-17% -$89.3K 0.06% 147
2025
Q4 		$496K Buy
4,298
+40
+0.9% +$4.72K 0.07% 135
2025
Q3 		$479K Buy
4,258
+551
+15% +$60.3K 0.07% 134
2025
Q2 		$385K Sell
3,707
-15
-0.4% -$1.56K 0.06% 155
2025
Q1 		$407K Buy
3,722
+157
+4% +$15.9K 0.07% 137
2024
Q4 		$329K Sell
3,565
-69
-2% -$6.68K 0.06% 155
2024
Q3 		$373K Buy
3,634
+122
+3% +$11.9K 0.07% 139
2024
Q2 		$308K Buy
3,512
+32
+0.9% +$2.8K 0.06% 152
2024
Q1 		$300K Hold
3,480
– – 0.06% 150
2023
Q4 		$283K Sell
3,480
-1
-0% -$78 0.06% 152
2023
Q3 		$262K Buy
3,481
+1
+0% +$81 0.06% 148
2023
Q2 		$293K Hold
3,480
– – 0.07% 141
2023
Q1 		$317K Hold
3,480
– – 0.08% 130
2022
Q4 		$330K Sell
3,480
-34
-1% -$3.1K 0.09% 130
2022
Q3 		$304K Buy
3,514
+34
+1% +$3.36K 0.09% 129
2022
Q2 		$334K Buy
3,480
+26
+0.8% +$2.58K 0.1% 128
2022
Q1 		$345K Hold
3,454
– – 0.09% 138
2021
Q4 		$307K Hold
3,454
– – 0.08% 153
2021
Q3 		$280K Hold
3,454
– – 0.09% 148
2021
Q2 		$292K Sell
3,454
-100
-3% -$8.61K 0.09% 143
2021
Q1 		$301K Hold
3,554
– – 0.1% 139
2020
Q4 		$296K Hold
3,554
– – 0.09% 135
2020
Q3 		$290K Hold
3,554
– – 0.11% 121
2020
Q2 		$283K Hold
3,554
– – 0.12% 120
2020
Q1 		$284K Hold
3,554
– – 0.14% 111
2019
Q4 		$336K Hold
3,554
– – 0.15% 117
2019
Q3 		$333K Hold
3,554
– – 0.17% 111
2019
Q2 		$313K Hold
3,554
– – 0.19% 111
2019
Q1 		$298K Hold
3,554
– – 0.19% 108
2018
Q4 		$266K Hold
3,554
– – 0.2% 106
2018
Q3 		$251K Hold
3,554
– – 0.17% 124
2018
Q2 		$246K Buy
3,554
+66
+2% +$4.45K 0.18% 120
2018
Q1 		$239K Sell
3,488
-214
-6% -$14.4K 0.19% 112
2017
Q4 		$272K Buy
+3,702
New +$277K 0.28% 79

Other funds holding AEP

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
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
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Abacus Planning Group's AEP Position: Q2 2026 in Review

Abacus Planning Group increased its American Electric Power (AEP) stake by 4% in Q2 2026, buying an estimated $19K and bringing the position to 3,728 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #139.

Abacus Planning Group first reported a position in AEP in Q4 2017 and has held it in 35 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Abacus Planning Group held 3,728 shares of American Electric Power worth $510K as of Q2 2026.
  • Abacus Planning Group bought 144 American Electric Power shares in Q2 2026, an estimated $19K.
  • American Electric Power made up 0.06% of Abacus Planning Group's portfolio in Q2 2026, its #139 holding.
  • Abacus Planning Group first reported a position in American Electric Power in Q4 2017 and has held it in 35 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.