ARS Wealth Advisors Group’s American Electric Power AEP Stock Holding History

ARS Wealth Advisors 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	$1.15M	Buy	8,394 +5	+0.1%	+$659	0.09%	91
2026 Q1	$1.1M	Sell	8,389 -170	-2%	-$21.3K	0.09%	82
2025 Q4	$987K	Buy	8,559 +6	+0.1%	+$709	0.09%	80
2025 Q3	$962K	Buy	8,553 +175	+2%	+$19.1K	0.1%	77
2025 Q2	$869K	Buy	+8,378	New	+$872K	0.1%	80
2024 Q4	–	Sell	-6,397	Closed	-$656K	–	166
2024 Q3	$656K	Buy	6,397 +10	+0.2%	+$976	0.08%	90
2024 Q2	$560K	Buy	6,387 +14	+0.2%	+$1.23K	0.07%	91
2024 Q1	$549K	Buy	6,373 +982	+18%	+$79.8K	0.07%	92
2023 Q4	$438K	Buy	5,391 +105	+2%	+$8.15K	0.06%	99
2023 Q3	$398K	Sell	5,286 -1,066	-17%	-$86.7K	0.07%	99
2023 Q2	$535K	Buy	+6,352	New	+$561K	0.08%	91
2023 Q1	–	Sell	-4,226	Closed	-$401K	–	126
2022 Q4	$401K	Buy	4,226 +11	+0.3%	+$1K	0.07%	95
2022 Q3	$364K	Buy	4,215 +10	+0.2%	+$989	0.06%	107
2022 Q2	$403K	Buy	4,205 +942	+29%	+$93.4K	0.06%	116
2022 Q1	$326K	Sell	3,263 -201	-6%	-$18.4K	0.06%	95
2021 Q4	$308K	Sell	3,464 -122	-3%	-$10.3K	0.05%	105
2021 Q3	$291K	Buy	+3,586	New	+$313K	0.05%	107

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

ARS Wealth Advisors Group's AEP Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its American Electric Power (AEP) stake by 0.06% in Q2 2026, buying an estimated $659 and bringing the position to 8,394 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #91.

ARS Wealth Advisors Group first reported a position in AEP in Q3 2021 and has held it in 17 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

ARS Wealth Advisors Group held 8,394 shares of American Electric Power worth $1.15M as of Q2 2026.
ARS Wealth Advisors Group bought 5 American Electric Power shares in Q2 2026, an estimated $659.
American Electric Power made up 0.09% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #91 holding.
ARS Wealth Advisors Group first reported a position in American Electric Power in Q3 2021 and has held it in 17 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.