Avantra Family Wealth’s American Electric Power AEP Stock Holding History

Avantra Family Wealth’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	$410K	Buy	2,996 +1,086	+57%	+$143K	0.26%	117
2026 Q1	$250K	Sell	1,910 -1,589	-45%	-$199K	0.19%	146
2025 Q4	$403K	Buy	3,499 +70	+2%	+$8.27K	0.29%	102
2025 Q3	$386K	Buy	3,429 +36	+1%	+$3.94K	0.29%	106
2025 Q2	$352K	Sell	3,393 -2	-0.1%	-$208	0.29%	95
2025 Q1	$371K	Sell	3,395 -1,566	-32%	-$159K	0.36%	99
2024 Q4	$458K	Buy	+4,961	New	+$480K	0.43%	87

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avantra Family Wealth's AEP Position: Q2 2026 in Review

Avantra Family Wealth increased its American Electric Power (AEP) stake by 57% in Q2 2026, buying an estimated $143K and bringing the position to 2,996 shares worth $410K. The position accounts for 0.26% of the portfolio, ranked #117.

Avantra Family Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2024. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Avantra Family Wealth held 2,996 shares of American Electric Power worth $410K as of Q2 2026.
Avantra Family Wealth bought 1,086 American Electric Power shares in Q2 2026, an estimated $143K.
American Electric Power made up 0.26% of Avantra Family Wealth's portfolio in Q2 2026, its #117 holding.
Avantra Family Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's American Electric Power position peaked at $458K in Q4 2024.
910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.