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Alliance Wealth Advisors (Utah)’s American Electric Power AEP Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$277K Sell
2,024
-99
-5% -$13K 0.05% 196
2026
Q1 		$278K Sell
2,123
-342
-14% -$42.8K 0.06% 201
2025
Q4 		$284K Sell
2,465
-762
-24% -$90K 0.06% 217
2025
Q3 		$363K Buy
3,227
+10
+0.3% +$1.09K 0.09% 212
2025
Q2 		$334K Buy
3,217
+145
+5% +$15.1K 0.08% 207
2025
Q1 		$336K Buy
3,072
+80
+3% +$8.1K 0.09% 198
2024
Q4 		$276K Buy
2,992
+82
+3% +$7.94K 0.07% 224
2024
Q3 		$299K Buy
2,910
+153
+6% +$14.9K 0.08% 212
2024
Q2 		$242K Buy
2,757
+202
+8% +$17.7K 0.07% 208
2024
Q1 		$220K Buy
+2,555
New +$208K 0.07% 222

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

Alliance Wealth Advisors (Utah)'s AEP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its American Electric Power (AEP) stake by 4.7% in Q2 2026, selling an estimated $13K and leaving 2,024 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #196.

Alliance Wealth Advisors (Utah) first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q3 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,024 shares of American Electric Power worth $277K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 99 American Electric Power shares in Q2 2026, an estimated $13K.
  • American Electric Power made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #196 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • Alliance Wealth Advisors (Utah)'s American Electric Power position peaked at $363K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.