AF
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Advisornet Financial’s American Electric Power AEP Stock Holding History

Advisornet Financial’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 		$519K Buy
3,791
+16
+0.4% +$2.11K 0.02% 406
2026
Q1 		$495K Buy
3,775
+37
+1% +$4.63K 0.03% 392
2025
Q4 		$431K Buy
3,738
+73
+2% +$8.62K 0.02% 423
2025
Q3 		$412K Sell
3,665
-79
-2% -$8.64K 0.02% 420
2025
Q2 		$388K Sell
3,744
-217
-5% -$22.6K 0.03% 426
2025
Q1 		$433K Buy
3,961
+265
+7% +$26.8K 0.03% 377
2024
Q4 		$341K Buy
3,696
+133
+4% +$12.9K 0.03% 389
2024
Q3 		$366K Buy
3,563
+43
+1% +$4.2K 0.03% 390
2024
Q2 		$309K Buy
3,520
+9
+0.3% +$787 0.03% 389
2024
Q1 		$302K Buy
3,511
+518
+17% +$42.1K 0.03% 393
2023
Q4 		$243K Buy
2,993
+465
+18% +$36.1K 0.02% 439
2023
Q3 		$190K Sell
2,528
-393
-13% -$32K 0.02% 466
2023
Q2 		$246K Sell
2,921
-8
-0.3% -$707 0.02% 444
2023
Q1 		$267K Buy
2,929
+23
+0.8% +$2.1K 0.02% 419
2022
Q4 		$276K Sell
2,906
-144
-5% -$13.1K 0.03% 412
2022
Q3 		$264K Buy
3,050
+161
+6% +$15.9K 0.03% 447
2022
Q2 		$277K Buy
2,889
+207
+8% +$20.5K 0.03% 435
2022
Q1 		$268K Buy
2,682
+113
+4% +$10.3K 0.02% 491
2021
Q4 		$229K Buy
2,569
+461
+22% +$38.9K 0.01% 572
2021
Q3 		$171K Buy
2,108
+500
+31% +$43.6K 0.01% 629
2021
Q2 		$136K Sell
1,608
-87
-5% -$7.49K 0.01% 695
2021
Q1 		$144K Buy
1,695
+412
+32% +$33.2K 0.01% 648
2020
Q4 		$107K Sell
1,283
-953
-43% -$82.7K 0.01% 666
2020
Q3 		$183K Buy
2,236
+31
+1% +$2.55K 0.02% 508
2020
Q2 		$176K Sell
2,205
-98
-4% -$8K 0.01% 521
2020
Q1 		$184K Buy
2,303
+124
+6% +$11.7K 0.02% 483
2019
Q4 		$206K Sell
2,179
-1,579
-42% -$146K 0.02% 496
2019
Q3 		$352K Buy
3,758
+2,025
+117% +$184K 0.03% 391
2019
Q2 		$153K Buy
1,733
+199
+13% +$17.2K 0.02% 499
2019
Q1 		$128K Buy
1,534
+38
+3% +$3.02K 0.02% 495
2018
Q4 		$112K Buy
1,496
+56
+4% +$4.2K 0.02% 492
2018
Q3 		$102K Buy
1,440
+50
+4% +$3.56K 0.01% 548
2018
Q2 		$96K Buy
1,390
+40
+3% +$2.69K 0.01% 536
2018
Q1 		$93K Sell
1,350
-37
-3% -$2.49K 0.01% 544
2017
Q4 		$102K Buy
+1,387
New +$104K 0.02% 477

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

Advisornet Financial's AEP Position: Q2 2026 in Review

Advisornet Financial increased its American Electric Power (AEP) stake by 0.42% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,791 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #406.

Advisornet Financial first reported a position in AEP in Q4 2017 and has held it in 35 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advisornet Financial held 3,791 shares of American Electric Power worth $519K as of Q2 2026.
  • Advisornet Financial bought 16 American Electric Power shares in Q2 2026, an estimated $2.11K.
  • American Electric Power made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #406 holding.
  • Advisornet Financial first reported a position in American Electric Power in Q4 2017 and has held it in 35 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.