Aventura Private Wealth’s American Electric Power AEP Stock Holding History

Aventura Private 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	$115K	Buy	841 +218	+35%	+$28.7K	0.04%	233
2026 Q1	$81.7K	Hold	623	–	–	0.03%	251
2025 Q4	$71.8K	Buy	623 +5	+0.8%	+$591	0.03%	245
2025 Q3	$69.5K	Sell	618 -508	-45%	-$55.6K	0.03%	256
2025 Q2	$117K	Sell	1,126 -92	-8%	-$9.57K	0.05%	187
2025 Q1	$133K	Hold	1,218	–	–	0.07%	169
2024 Q4	$112K	Buy	+1,218	New	+$118K	0.06%	180

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

Aventura Private Wealth's AEP Position: Q2 2026 in Review

Aventura Private Wealth increased its American Electric Power (AEP) stake by 35% in Q2 2026, buying an estimated $28.7K and bringing the position to 841 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #233.

Aventura Private Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q1 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Aventura Private Wealth held 841 shares of American Electric Power worth $115K as of Q2 2026.
Aventura Private Wealth bought 218 American Electric Power shares in Q2 2026, an estimated $28.7K.
American Electric Power made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #233 holding.
Aventura Private Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's American Electric Power position peaked at $133K in Q1 2025.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.