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Affinity Capital Advisors’s American Electric Power AEP Stock Holding History

Affinity Capital 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 		$343K Buy
2,521
+257
+11% +$33.9K 0.04% 133
2026
Q1 		$297K Sell
2,264
-107
-5% -$13.4K 0.04% 134
2025
Q4 		$273K Buy
+2,371
New +$280K 0.04% 137
2020
Q1 		– Sell
-2,918
Closed -$276K – 98
2019
Q4 		$276K Buy
+2,918
New +$270K 0.18% 88

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
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

Affinity Capital Advisors's AEP Position: Q2 2026 in Review

Affinity Capital Advisors increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,521 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #133.

Affinity Capital Advisors first reported a position in AEP in Q4 2019 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Affinity Capital Advisors held 2,521 shares of American Electric Power worth $343K as of Q2 2026.
  • Affinity Capital Advisors bought 257 American Electric Power shares in Q2 2026, an estimated $33.9K.
  • American Electric Power made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Affinity Capital Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.