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

Accel 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 		$316K Sell
2,313
-11
-0.5% -$1.45K 0.07% 212
2026
Q1 		$305K Sell
2,324
-37
-2% -$4.63K 0.08% 211
2025
Q4 		$272K Sell
2,361
-71
-3% -$8.38K 0.07% 216
2025
Q3 		$274K Buy
2,432
+14
+0.6% +$1.53K 0.08% 218
2025
Q2 		$251K Buy
2,418
+9
+0.4% +$936 0.08% 214
2025
Q1 		$263K Sell
2,409
-765
-24% -$77.5K 0.1% 201
2024
Q4 		$293K Buy
3,174
+12
+0.4% +$1.16K 0.11% 189
2024
Q3 		$324K Buy
3,162
+37
+1% +$3.61K 0.12% 179
2024
Q2 		$274K Buy
3,125
+22
+0.7% +$1.93K 0.11% 177
2024
Q1 		$267K Buy
3,103
+428
+16% +$34.8K 0.11% 169
2023
Q4 		$217K Sell
2,675
-119
-4% -$9.24K 0.11% 174
2023
Q3 		$210K Sell
2,794
-13
-0.5% -$1.06K 0.12% 156
2023
Q2 		$236K Sell
2,807
-37
-1% -$3.27K 0.13% 145
2023
Q1 		$259K Buy
2,844
+21
+0.7% +$1.92K 0.11% 179
2022
Q4 		$268K Sell
2,823
-88
-3% -$8.01K 0.13% 129
2022
Q3 		$264K Buy
2,911
+17
+0.6% +$1.68K 0.14% 135
2022
Q2 		$276K Buy
2,894
+17
+0.6% +$1.69K 0.16% 120
2022
Q1 		$292K Buy
2,877
+18
+0.6% +$1.65K 0.15% 119
2021
Q4 		$254K Buy
2,859
+21
+0.7% +$1.77K 0.12% 131
2021
Q3 		$230K Buy
2,838
+19
+0.7% +$1.66K 0.15% 121
2021
Q2 		$238K Buy
2,819
+16
+0.6% +$1.38K 0.16% 123
2021
Q1 		$237K Buy
2,803
+20
+0.7% +$1.61K 0.19% 111
2020
Q4 		$232K Buy
+2,783
New +$242K 0.22% 103

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

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

Accel Wealth Management reduced its American Electric Power (AEP) stake by 0.47% in Q2 2026, selling an estimated $1.45K and leaving 2,313 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #212.

Accel Wealth Management first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $324K in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Accel Wealth Management held 2,313 shares of American Electric Power worth $316K as of Q2 2026.
  • Accel Wealth Management sold 11 American Electric Power shares in Q2 2026, an estimated $1.45K.
  • American Electric Power made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Accel Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's American Electric Power position peaked at $324K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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