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Aprio Wealth Management’s American Electric Power AEP Stock Holding History

Aprio Wealth Management’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 		$1.04M Buy
7,588
+98
+1% +$12.9K 0.05% 228
2026
Q1 		$982K Buy
7,490
+352
+5% +$44K 0.05% 213
2025
Q4 		$823K Buy
7,138
+1,230
+21% +$145K 0.05% 229
2025
Q3 		$665K Buy
5,908
+1,542
+35% +$169K 0.07% 172
2025
Q2 		$453K Buy
4,366
+1,496
+52% +$156K 0.05% 206
2025
Q1 		$314K Buy
2,870
+243
+9% +$24.6K 0.04% 262
2024
Q4 		$242K Buy
+2,627
New +$254K 0.04% 257

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

Aprio Wealth Management's AEP Position: Q2 2026 in Review

Aprio Wealth Management increased its American Electric Power (AEP) stake by 1.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,588 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #228.

Aprio Wealth Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Aprio Wealth Management held 7,588 shares of American Electric Power worth $1.04M as of Q2 2026.
  • Aprio Wealth Management bought 98 American Electric Power shares in Q2 2026, an estimated $12.9K.
  • American Electric Power made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Aprio Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.