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Allen Mooney & Barnes Investment Advisors’s American Electric Power AEP Stock Holding History

Allen Mooney & Barnes Investment 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 		$19.6M Sell
142,926
-10,358
-7% -$1.36M 2.97% 6
2026
Q1 		$20.1M Buy
153,284
+387
+0.3% +$48.4K 2.89% 4
2025
Q4 		$17.6M Buy
152,897
+2,725
+2% +$322K 2.65% 9
2025
Q3 		$16.9M Buy
150,172
+1,283
+0.9% +$140K 2.63% 8
2025
Q2 		$15.4M Buy
148,889
+639
+0.4% +$66.5K 2.54% 12
2025
Q1 		$16.2M Buy
148,250
+2,454
+2% +$249K 2.63% 8
2024
Q4 		$13.4M Buy
145,796
+500
+0.3% +$48.4K 2.27% 12
2024
Q3 		$14.9M Sell
145,296
-4,062
-3% -$396K 2.54% 10
2024
Q2 		$13.1M Buy
149,358
+2,139
+1% +$187K 2.34% 11
2024
Q1 		$12.2M Buy
147,219
+630
+0.4% +$51.2K 2.34% 12
2023
Q4 		$11.9M Buy
146,589
+2,143
+1% +$166K 2.26% 14
2023
Q3 		$10.9M Buy
144,446
+140,703
+3,759% +$11.4M 2.31% 13
2023
Q2 		$315K Buy
3,743
+19
+0.5% +$1.68K 0.07% 115
2023
Q1 		$339K Sell
3,724
-602
-14% -$55.1K 0.08% 105
2022
Q4 		$411K Buy
4,326
+21
+0.5% +$1.91K 0.1% 92
2022
Q3 		$372K Buy
4,305
+19
+0.4% +$1.88K 0.1% 99
2022
Q2 		$411K Sell
4,286
-165
-4% -$16.4K 0.11% 93
2022
Q1 		$444K Buy
+4,451
New +$407K 0.1% 105

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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

Allen Mooney & Barnes Investment Advisors's AEP Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its American Electric Power (AEP) stake by 6.8% in Q2 2026, selling an estimated $1.36M and leaving 142,926 shares worth $19.6M. The position accounts for 2.97% of the portfolio, ranked #6.

Allen Mooney & Barnes Investment Advisors first reported a position in AEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.1M in Q1 2026. 939 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 142,926 shares of American Electric Power worth $19.6M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 10,358 American Electric Power shares in Q2 2026, an estimated $1.36M.
  • American Electric Power made up 2.97% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's American Electric Power position peaked at $20.1M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.