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Altus Wealth Group’s American Electric Power AEP Stock Holding History

Altus Wealth 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 		$2.46M Buy
17,949
+98
+0.5% +$12.9K 0.89% 21
2026
Q1 		$2.34M Sell
17,851
-296
-2% -$37K 0.96% 21
2025
Q4 		$2.09M Sell
18,147
-131
-0.7% -$15.5K 0.84% 26
2025
Q3 		$2.06M Sell
18,278
-71
-0.4% -$7.77K 0.84% 26
2025
Q2 		$1.9M Sell
18,349
-41
-0.2% -$4.26K 0.84% 26
2025
Q1 		$2.01M Sell
18,390
-65
-0.4% -$6.58K 0.94% 22
2024
Q4 		$1.7M Sell
18,455
-238
-1% -$23K 0.75% 35
2024
Q3 		$1.92M Buy
18,693
+835
+5% +$81.5K 0.82% 33
2024
Q2 		$1.57M Buy
17,858
+476
+3% +$41.6K 0.78% 35
2024
Q1 		$1.5M Buy
17,382
+416
+2% +$33.8K 0.75% 34
2023
Q4 		$1.38M Buy
16,966
+1,827
+12% +$142K 0.76% 33
2023
Q3 		$1.14M Sell
15,139
-169
-1% -$13.8K 0.72% 35
2023
Q2 		$1.29M Buy
15,308
+73
+0.5% +$6.45K 0.79% 31
2023
Q1 		$1.39M Buy
15,235
+13
+0.1% +$1.19K 0.93% 25
2022
Q4 		$1.45M Buy
15,222
+4,416
+41% +$402K 1.1% 20
2022
Q3 		$877K Hold
10,806
– – 0.87% 29
2022
Q2 		$877K Sell
10,806
-3,850
-26% -$382K 0.87% 29
2022
Q1 		$1.46M Buy
14,656
+4,460
+44% +$407K 1.2% 17
2021
Q4 		$907K Sell
10,196
-610
-6% -$51.5K 0.75% 31
2021
Q3 		$877K Buy
10,806
+409
+4% +$35.7K 0.87% 29
2021
Q2 		$879K Buy
10,397
+33
+0.3% +$2.84K 0.86% 28
2021
Q1 		$916K Buy
10,364
+88
+0.9% +$7.09K 0.91% 27
2020
Q4 		$856K Buy
+10,276
New +$892K 0.82% 23

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

Altus Wealth Group's AEP Position: Q2 2026 in Review

Altus Wealth Group increased its American Electric Power (AEP) stake by 0.55% in Q2 2026, buying an estimated $12.9K and bringing the position to 17,949 shares worth $2.46M. The position accounts for 0.89% of the portfolio, ranked #21.

Altus Wealth Group first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. 616 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Altus Wealth Group held 17,949 shares of American Electric Power worth $2.46M as of Q2 2026.
  • Altus Wealth Group bought 98 American Electric Power shares in Q2 2026, an estimated $12.9K.
  • American Electric Power made up 0.89% of Altus Wealth Group's portfolio in Q2 2026, its #21 holding.
  • Altus Wealth Group first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • 616 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.