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Annex Advisory Services’s American Electric Power AEP Stock Holding History

Annex Advisory Services’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 		$260K Buy
1,899
+87
+5% +$11.5K ﹤0.01% 315
2026
Q1 		$237K Buy
+1,812
New +$227K ﹤0.01% 335

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

Annex Advisory Services's AEP Position: Q2 2026 in Review

Annex Advisory Services increased its American Electric Power (AEP) stake by 4.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,899 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Annex Advisory Services first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Annex Advisory Services held 1,899 shares of American Electric Power worth $260K as of Q2 2026.
  • Annex Advisory Services bought 87 American Electric Power shares in Q2 2026, an estimated $11.5K.
  • American Electric Power made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #315 holding.
  • Annex Advisory Services first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.