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Abound Wealth Management’s American Electric Power AEP Stock Holding History

Abound 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 		$822 Sell
6
-53
-90% -$6.98K ﹤0.01% 851
2026
Q1 		$7.75K Hold
59
– – ﹤0.01% 621
2025
Q4 		$6.82K Sell
59
-33
-36% -$3.9K ﹤0.01% 587
2025
Q3 		$10.3K Buy
92
+33
+56% +$3.61K ﹤0.01% 483
2025
Q2 		$6.13K Hold
59
– – ﹤0.01% 531
2025
Q1 		$6.46K Sell
59
-3
-5% -$304 ﹤0.01% 484
2024
Q4 		$5.69K Sell
62
-154
-71% -$14.9K ﹤0.01% 497
2024
Q3 		$22.2K Buy
216
+157
+266% +$15.3K 0.01% 270
2024
Q2 		$5.19K Hold
59
– – ﹤0.01% 488
2024
Q1 		$5.09K Hold
59
– – ﹤0.01% 514
2023
Q4 		$4.8K Hold
59
– – ﹤0.01% 514
2023
Q3 		$4.45K Sell
59
-31
-34% -$2.52K ﹤0.01% 494
2023
Q2 		$7.59K Buy
90
+36
+67% +$3.18K ﹤0.01% 394
2023
Q1 		$4.92K Hold
54
– – ﹤0.01% 407
2022
Q4 		$5.14K Sell
54
-54
-50% -$4.92K ﹤0.01% 346
2022
Q3 		$9.31K Buy
+108
New +$10.7K 0.01% 282

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

Abound Wealth Management's AEP Position: Q2 2026 in Review

Abound Wealth Management reduced its American Electric Power (AEP) stake by 90% in Q2 2026, selling an estimated $6.98K and leaving 6 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Abound Wealth Management first reported a position in AEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $22.2K in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Abound Wealth Management held 6 shares of American Electric Power worth $822 as of Q2 2026.
  • Abound Wealth Management sold 53 American Electric Power shares in Q2 2026, an estimated $6.98K.
  • American Electric Power made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #851 holding.
  • Abound Wealth Management first reported a position in American Electric Power in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's American Electric Power position peaked at $22.2K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.