Advanced Asset Management Advisors’s American Electric Power AEP Stock Holding History

Advanced Asset Management Advisors’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	$3.18M	Hold	23,225	–	–	0.84%	31
2026 Q1	$3.04M	Hold	23,225	–	–	0.84%	31
2025 Q4	$2.68M	Hold	23,225	–	–	0.73%	32
2025 Q3	$2.61M	Hold	23,225	–	–	0.7%	34
2025 Q2	$2.41M	Hold	23,225	–	–	0.65%	34
2025 Q1	$2.54M	Hold	23,225	–	–	0.7%	33
2024 Q4	$2.14M	Hold	23,225	–	–	0.56%	41
2024 Q3	$2.04M	Hold	23,225	–	–	0.54%	40
2024 Q2	$2.04M	Buy	+23,225	New	+$2.03M	0.54%	40
2023 Q1	–	Sell	-225	Closed	-$21.4K	–	100
2022 Q4	$21.4K	Buy	+225	New	+$20.5K	0.01%	128

Other funds holding AEP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Advanced Asset Management Advisors's AEP Position: Q2 2026 in Review

Advanced Asset Management Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 23,225 shares worth $3.18M. The position accounts for 0.84% of the portfolio, ranked #31.

Advanced Asset Management Advisors first reported a position in AEP in Q4 2022 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Advanced Asset Management Advisors held 23,225 shares of American Electric Power worth $3.18M as of Q2 2026.
Advanced Asset Management Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.84% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #31 holding.
Advanced Asset Management Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 10 quarters since.
325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.