AC
AEP icon

Apella Capital’s American Electric Power AEP Stock Holding History

Apella Capital’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 		$1.16M Buy
8,445
+662
+9% +$87.2K 0.02% 346
2026
Q1 		$1.04M Buy
7,783
+2,249
+41% +$281K 0.02% 356
2025
Q4 		$638K Buy
5,534
+592
+12% +$69.9K 0.01% 323
2025
Q3 		$581K Buy
4,942
+64
+1% +$7K 0.01% 304
2025
Q2 		$508K Buy
4,878
+268
+6% +$27.9K 0.01% 292
2025
Q1 		$472K Buy
4,610
+205
+5% +$20.8K 0.02% 259
2024
Q4 		$406K Buy
4,405
+133
+3% +$12.9K 0.02% 250
2024
Q3 		$435K Buy
4,272
+23
+0.5% +$2.25K 0.02% 228
2024
Q2 		$373K Buy
4,249
+47
+1% +$4.11K 0.02% 231
2024
Q1 		$358K Buy
4,202
+25
+0.6% +$2.03K 0.02% 224
2023
Q4 		$348K Buy
+4,177
New +$324K 0.02% 224
2021
Q2 		– Sell
-2,922
Closed -$248K – 205
2021
Q1 		$248K Sell
2,922
-717
-20% -$57.8K 0.08% 119
2020
Q4 		$303K Sell
3,639
-725
-17% -$62.9K 0.11% 105
2020
Q3 		$357K Hold
4,364
– – 0.14% 94
2020
Q2 		$348K Hold
4,364
– – 0.16% 92
2020
Q1 		$349K Buy
+4,364
New +$413K 0.2% 80

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

Apella Capital's AEP Position: Q2 2026 in Review

Apella Capital increased its American Electric Power (AEP) stake by 8.5% in Q2 2026, buying an estimated $87.2K and bringing the position to 8,445 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #346.

Apella Capital first reported a position in AEP in Q1 2020 and has held it in 16 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Apella Capital held 8,445 shares of American Electric Power worth $1.16M as of Q2 2026.
  • Apella Capital bought 662 American Electric Power shares in Q2 2026, an estimated $87.2K.
  • American Electric Power made up 0.02% of Apella Capital's portfolio in Q2 2026, its #346 holding.
  • Apella Capital first reported a position in American Electric Power in Q1 2020 and has held it in 16 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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