Avidian Wealth Enterprises’s American Electric Power AEP Stock Holding History

Avidian Wealth Enterprises’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	$873K	Buy	6,378 +215	+3%	+$28.3K	0.02%	351
2026 Q1	$808K	Buy	6,163 +682	+12%	+$85.3K	0.03%	329
2025 Q4	$632K	Buy	5,481 +414	+8%	+$48.9K	0.02%	322
2025 Q3	$570K	Buy	5,067 +412	+9%	+$45.1K	0.02%	340
2025 Q2	$483K	Sell	4,655 -27	-0.6%	-$2.81K	0.02%	342
2025 Q1	$512K	Buy	4,682 +646	+16%	+$65.4K	0.02%	306
2024 Q4	$372K	Buy	+4,036	New	+$391K	0.02%	354
2018 Q4	–	Sell	-21	Closed	-$1.49M	–	93
2018 Q3	$1.49M	Buy	+21	New	+$1.49K	0.47%	24

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

Avidian Wealth Enterprises's AEP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its American Electric Power (AEP) stake by 3.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 6,378 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #351.

Avidian Wealth Enterprises first reported a position in AEP in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2018. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Avidian Wealth Enterprises held 6,378 shares of American Electric Power worth $873K as of Q2 2026.
Avidian Wealth Enterprises bought 215 American Electric Power shares in Q2 2026, an estimated $28.3K.
American Electric Power made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #351 holding.
Avidian Wealth Enterprises first reported a position in American Electric Power in Q3 2018 and has held it in 8 quarters since.
Avidian Wealth Enterprises's American Electric Power position peaked at $1.49M in Q3 2018.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.