Atlantic Edge Private Wealth Management’s American Electric Power AEP Stock Holding History

Atlantic Edge Private 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	$2.15M	Buy	15,726 +241	+2%	+$31.7K	0.44%	50
2026 Q1	$2.03M	Buy	15,485 +124	+0.8%	+$15.5K	0.5%	49
2025 Q4	$1.77M	Buy	15,361 +15,336	+61,344%	+$1.81M	0.44%	53
2025 Q3	$2.81K	Buy	+25	New	+$2.73K	﹤0.01%	482

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

Atlantic Edge Private Wealth Management's AEP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its American Electric Power (AEP) stake by 1.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 15,726 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #50.

Atlantic Edge Private Wealth Management first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Atlantic Edge Private Wealth Management held 15,726 shares of American Electric Power worth $2.15M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 241 American Electric Power shares in Q2 2026, an estimated $31.7K.
American Electric Power made up 0.44% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #50 holding.
Atlantic Edge Private Wealth Management first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
755 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.