Advisory Resource Group’s American Electric Power AEP Stock Holding History

Advisory Resource Group’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	$412K	Sell	3,014 -54	-2%	-$7.11K	0.06%	146
2026 Q1	$402K	Buy	3,068 +1	+0%	+$125	0.07%	137
2025 Q4	$354K	Buy	3,067 +1	+0%	+$118	0.06%	139
2025 Q3	$345K	Buy	3,066 +1	+0%	+$109	0.06%	144
2025 Q2	$318K	Sell	3,065 -866	-22%	-$90.1K	0.06%	143
2025 Q1	$430K	Sell	3,931 -24	-0.6%	-$2.43K	0.09%	134
2024 Q4	$365K	Sell	3,955 -1,926	-33%	-$186K	0.08%	130
2024 Q3	$603K	Buy	5,881 +1	+0%	+$98	0.13%	118
2024 Q2	$516K	Sell	5,880 -144	-2%	-$12.6K	0.12%	115
2024 Q1	$519K	Buy	6,024 +1	+0%	+$81	0.12%	114
2023 Q4	$489K	Buy	6,023 +2	+0%	+$155	0.12%	114
2023 Q3	$453K	Hold	6,021	–	–	0.12%	115
2023 Q2	$507K	Buy	6,021 +1	+0%	+$88	0.14%	111
2023 Q1	$548K	Buy	6,020 +2	+0%	+$183	0.15%	106
2022 Q4	$571K	Buy	6,018 +1	+0%	+$91	0.17%	76
2022 Q3	$520K	Buy	6,017 +146	+2%	+$14.4K	0.17%	73
2022 Q2	$563K	Buy	5,871 +82	+1%	+$8.13K	0.18%	64
2022 Q1	$578K	Hold	5,789	–	–	0.18%	65
2021 Q4	$523K	Hold	5,789	–	–	0.17%	69
2021 Q3	$470K	Hold	5,789	–	–	0.17%	77
2021 Q2	$490K	Hold	5,789	–	–	0.2%	73
2021 Q1	$490K	Hold	5,789	–	–	0.23%	60
2020 Q4	$482K	Hold	5,789	–	–	0.24%	56
2020 Q3	$473K	Hold	5,789	–	–	0.28%	53
2020 Q2	$461K	Sell	5,789 -61	-1%	-$4.98K	0.28%	50
2020 Q1	$468K	Sell	5,850 -129	-2%	-$12.2K	0.36%	47
2019 Q4	$565K	Hold	5,979	–	–	0.32%	48
2019 Q3	$560K	Sell	5,979 -566	-9%	-$51.4K	0.3%	47
2019 Q2	$576K	Sell	6,545 -196	-3%	-$16.9K	0.32%	42
2019 Q1	$579K	Buy	6,741 +368	+6%	+$29.3K	0.32%	42
2018 Q4	$476K	Buy	+6,373	New	+$478K	0.29%	42

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) Albany, New York $54.2B AUM 43.77% 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

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

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

Advisory Resource Group's AEP Position: Q2 2026 in Review

Advisory Resource Group reduced its American Electric Power (AEP) stake by 1.8% in Q2 2026, selling an estimated $7.11K and leaving 3,014 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #146.

Advisory Resource Group first reported a position in AEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $603K in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Advisory Resource Group held 3,014 shares of American Electric Power worth $412K as of Q2 2026.
Advisory Resource Group sold 54 American Electric Power shares in Q2 2026, an estimated $7.11K.
American Electric Power made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #146 holding.
Advisory Resource Group first reported a position in American Electric Power in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's American Electric Power position peaked at $603K in Q3 2024.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.