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Advantage Trust Company’s American Electric Power AEP Stock Holding History

Advantage Trust Company’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 		$37.6K Buy
275
+100
+57% +$13.2K 0.01% 119
2026
Q1 		$22.9K Hold
175
– – 0.01% 93
2025
Q4 		$20.2K Sell
175
-100
-36% -$11.8K 0.01% 95
2025
Q3 		$30.9K Hold
275
– – 0.01% 130
2025
Q2 		$28.5K Buy
275
+100
+57% +$10.4K 0.01% 154
2025
Q1 		$19.1K Hold
175
– – 0.01% 125
2024
Q4 		$16.1K Hold
175
– – 0.01% 141
2024
Q3 		$18K Hold
175
– – 0.01% 128
2024
Q2 		$15.4K Hold
175
– – 0.01% 151
2024
Q1 		$15.1K Hold
175
– – 0.01% 148
2023
Q4 		$14.2K Buy
+175
New +$13.6K 0.01% 156

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

Advantage Trust Company's AEP Position: Q2 2026 in Review

Advantage Trust Company increased its American Electric Power (AEP) stake by 57% in Q2 2026, buying an estimated $13.2K and bringing the position to 275 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #119.

Advantage Trust Company first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advantage Trust Company held 275 shares of American Electric Power worth $37.6K as of Q2 2026.
  • Advantage Trust Company bought 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
  • American Electric Power made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #119 holding.
  • Advantage Trust Company first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.