AWM
AEP icon

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

Accurate 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 		$2.01M Buy
14,857
+2,259
+18% +$298K 0.19% 123
2026
Q1 		$1.72M Buy
12,598
+606
+5% +$75.8K 0.21% 106
2025
Q4 		$1.4M Buy
11,992
+849
+8% +$100K 0.18% 132
2025
Q3 		$1.32M Buy
11,143
+1,292
+13% +$141K 0.18% 134
2025
Q2 		$1.04M Buy
9,851
+704
+8% +$73.2K 0.16% 141
2025
Q1 		$957K Buy
9,147
+910
+11% +$92.2K 0.18% 119
2024
Q4 		$770K Buy
8,237
+756
+10% +$73.2K 0.15% 152
2024
Q3 		$746K Buy
7,481
+94
+1% +$9.17K 0.15% 146
2024
Q2 		$672K Sell
7,387
-61
-0.8% -$5.34K 0.16% 133
2024
Q1 		$627K Buy
7,448
+1,592
+27% +$129K 0.18% 124
2023
Q4 		$471K Buy
5,856
+391
+7% +$30.4K 0.15% 139
2023
Q3 		$414K Buy
5,465
+763
+16% +$62.1K 0.13% 153
2023
Q2 		$410K Buy
4,702
+312
+7% +$27.6K 0.13% 162
2023
Q1 		$415K Buy
4,390
+720
+20% +$65.9K 0.14% 152
2022
Q4 		$357K Buy
+3,670
New +$334K 0.13% 140
2022
Q3 		– Sell
-3,182
Closed -$304K – 184
2022
Q2 		$304K Sell
3,182
-206
-6% -$20.4K 0.17% 109
2022
Q1 		$338K Buy
3,388
+531
+19% +$48.5K 0.15% 118
2021
Q4 		$252K Buy
2,857
+39
+1% +$3.29K 0.21% 119
2021
Q3 		$229K Sell
2,818
-34
-1% -$2.97K 0.2% 124
2021
Q2 		$241K Buy
+2,852
New +$246K 0.21% 114

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

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

Accurate Wealth Management increased its American Electric Power (AEP) stake by 18% in Q2 2026, buying an estimated $298K and bringing the position to 14,857 shares worth $2.01M. The position accounts for 0.19% of the portfolio, ranked #123.

Accurate Wealth Management first reported a position in AEP in Q2 2021 and has held it in 20 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Accurate Wealth Management held 14,857 shares of American Electric Power worth $2.01M as of Q2 2026.
  • Accurate Wealth Management bought 2,259 American Electric Power shares in Q2 2026, an estimated $298K.
  • American Electric Power made up 0.19% of Accurate Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Accurate Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 20 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.