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Archford Capital Strategies’s American Electric Power AEP Stock Holding History

Archford Capital Strategies’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 		$230K Sell
1,679
-13
-0.8% -$1.71K 0.02% 337
2026
Q1 		$222K Buy
+1,692
New +$212K 0.03% 320
2024
Q3 		– Sell
-2,345
Closed -$206K – 255
2024
Q2 		$206K Hold
2,345
– – 0.03% 250
2024
Q1 		$202K Buy
+2,345
New +$191K 0.03% 255
2023
Q3 		– Sell
-2,493
Closed -$218K – 271
2023
Q2 		$218K Sell
2,493
-66
-3% -$5.83K 0.04% 264
2023
Q1 		$242K Hold
2,559
– – 0.05% 253
2022
Q4 		$243K Sell
2,559
-17
-0.7% -$1.55K 0.06% 250
2022
Q3 		$223K Sell
2,576
-30
-1% -$2.97K 0.06% 253
2022
Q2 		$250K Sell
2,606
-290
-10% -$28.7K 0.06% 241
2022
Q1 		$293K Buy
2,896
+132
+5% +$12.1K 0.07% 242
2021
Q4 		$246K Sell
2,764
-1,269
-31% -$107K 0.06% 275
2021
Q3 		$327K Sell
4,033
-28
-0.7% -$2.44K 0.08% 237
2021
Q2 		$344K Sell
4,061
-1,428
-26% -$123K 0.09% 219
2021
Q1 		$482K Sell
5,489
-153
-3% -$12.3K 0.13% 177
2020
Q4 		$447K Sell
5,642
-208
-4% -$18.1K 0.1% 194
2020
Q3 		$478K Sell
5,850
-177
-3% -$14.6K 0.13% 177
2020
Q2 		$480K Sell
6,027
-88
-1% -$7.18K 0.14% 159
2020
Q1 		$489K Sell
6,115
-2,321
-28% -$219K 0.19% 147
2019
Q4 		$797K Sell
8,436
-1,603
-16% -$148K 0.27% 114
2019
Q3 		$941K Sell
10,039
-114
-1% -$10.4K 0.35% 88
2019
Q2 		$894K Buy
10,153
+1,200
+13% +$103K 0.33% 92
2019
Q1 		$750K Sell
8,953
-911
-9% -$72.5K 0.28% 109
2018
Q4 		$737K Buy
9,864
+19
+0.2% +$1.43K 0.3% 100
2018
Q3 		$698K Sell
9,845
-1,591
-14% -$113K 0.25% 114
2018
Q2 		$792K Sell
11,436
-38
-0.3% -$2.56K 0.28% 106
2018
Q1 		$844K Buy
11,474
+47
+0.4% +$3.16K 0.35% 95
2017
Q4 		$841K Buy
11,427
+530
+5% +$39.6K 0.31% 107
2017
Q3 		$766K Buy
10,897
+4
+0% +$285 0.29% 122
2017
Q2 		$757K Buy
10,893
+416
+4% +$28.9K 0.3% 114
2017
Q1 		$704K Buy
+10,477
New +$679K 0.27% 125
2016
Q4 		– Sell
-9,477
Closed -$608K – 616
2016
Q3 		$608K Buy
9,477
+1,059
+13% +$71.2K 0.25% 129
2016
Q2 		$590K Sell
8,418
-621
-7% -$40.6K 0.31% 104
2016
Q1 		$600K Sell
9,039
-3,236
-26% -$200K 0.29% 122
2015
Q4 		$717K Buy
12,275
+3,864
+46% +$219K 0.33% 109
2015
Q3 		$478K Buy
8,411
+598
+8% +$33.2K 0.36% 78
2015
Q2 		$414K Sell
7,813
-1,060
-12% -$58.7K 0.3% 86
2015
Q1 		$499K Buy
8,873
+92
+1% +$5.46K 0.34% 80
2014
Q4 		$533K Buy
8,781
+666
+8% +$38.1K 0.39% 78
2014
Q3 		$424K Buy
8,115
+262
+3% +$13.9K 0.34% 85
2014
Q2 		$438K Sell
7,853
-275
-3% -$14.5K 0.34% 87
2014
Q1 		$412K Buy
+8,128
New +$395K 0.34% 87

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

Archford Capital Strategies's AEP Position: Q2 2026 in Review

Archford Capital Strategies reduced its American Electric Power (AEP) stake by 0.77% in Q2 2026, selling an estimated $1.71K and leaving 1,679 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #337.

Archford Capital Strategies first reported a position in AEP in Q1 2014 and has held it in 41 quarters since. The position peaked at $941K in Q3 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Archford Capital Strategies held 1,679 shares of American Electric Power worth $230K as of Q2 2026.
  • Archford Capital Strategies sold 13 American Electric Power shares in Q2 2026, an estimated $1.71K.
  • American Electric Power made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #337 holding.
  • Archford Capital Strategies first reported a position in American Electric Power in Q1 2014 and has held it in 41 quarters since.
  • Archford Capital Strategies's American Electric Power position peaked at $941K in Q3 2019.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.