AWM
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Avior Wealth Management’s American Electric Power AEP Stock Holding History

Avior 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 		$278K Sell
2,033
-149
-7% -$19.6K 0.01% 676
2026
Q1 		$286K Buy
2,182
+128
+6% +$16K 0.01% 702
2025
Q4 		$237K Buy
+2,054
New +$243K 0.01% 679
2025
Q1 		– Sell
-1,303
Closed -$120K – 766
2024
Q4 		$120K Sell
1,303
-257
-16% -$24.9K ﹤0.01% 844
2024
Q3 		$160K Sell
1,560
-14
-0.9% -$1.37K 0.01% 755
2024
Q2 		$138K Sell
1,574
-488
-24% -$42.7K 0.01% 775
2024
Q1 		$178K Buy
2,062
+1,802
+693% +$146K 0.01% 741
2023
Q4 		$21.1K Sell
260
-871
-77% -$67.6K ﹤0.01% 876
2023
Q3 		$85.1K Buy
1,131
+10
+0.9% +$814 0.01% 660
2023
Q2 		$94.4K Sell
1,121
-50
-4% -$4.42K 0.01% 640
2023
Q1 		$107K Buy
1,171
+1,022
+686% +$93.5K 0.01% 629
2022
Q4 		$14.1K Hold
149
– – ﹤0.01% 803
2022
Q3 		$12K Sell
149
-17
-10% -$1.68K ﹤0.01% 822
2022
Q2 		$15K Sell
166
-4
-2% -$396 ﹤0.01% 706
2022
Q1 		$16K Sell
170
-18
-10% -$1.65K ﹤0.01% 748
2021
Q4 		$16K Sell
188
-30
-14% -$2.53K ﹤0.01% 739
2021
Q3 		$17K Sell
218
-576
-73% -$50.3K ﹤0.01% 695
2021
Q2 		$41K Buy
794
+305
+62% +$26.3K ﹤0.01% 548
2021
Q1 		$41K Sell
489
-283
-37% -$22.8K ﹤0.01% 543
2020
Q4 		$64K Buy
772
+288
+60% +$25K 0.01% 467
2020
Q3 		$39K Buy
484
+2
+0.4% +$165 0.01% 519
2020
Q2 		$38K Buy
482
+266
+123% +$21.7K 0.01% 509
2020
Q1 		$17K Sell
216
-105
-33% -$9.93K ﹤0.01% 528
2019
Q4 		$30K Buy
321
+86
+37% +$7.94K ﹤0.01% 501
2019
Q3 		$22K Buy
235
+19
+9% +$1.73K ﹤0.01% 514
2019
Q2 		$19K Hold
216
– – ﹤0.01% 529
2019
Q1 		$18K Hold
216
– – ﹤0.01% 494
2018
Q4 		$16K Hold
216
– – ﹤0.01% 539
2018
Q3 		$15K Sell
216
-120
-36% -$8.54K ﹤0.01% 552
2018
Q2 		$23K Buy
336
+202
+151% +$13.6K 0.01% 528
2018
Q1 		$9K Hold
134
– – ﹤0.01% 587
2017
Q4 		$10K Buy
134
+14
+12% +$1.05K ﹤0.01% 590
2017
Q3 		$8K Hold
120
– – ﹤0.01% 348
2017
Q2 		$8K Hold
120
– – ﹤0.01% 327
2017
Q1 		$8K Sell
120
-36
-23% -$2.33K ﹤0.01% 371
2016
Q4 		$10K Sell
156
-610
-80% -$37.6K ﹤0.01% 328
2016
Q3 		$49K Hold
766
– – 0.02% 228
2016
Q2 		$54K Hold
766
– – 0.02% 204
2016
Q1 		$51K Hold
766
– – 0.02% 209
2015
Q4 		$45K Hold
766
– – 0.02% 183
2015
Q3 		$44K Hold
766
– – 0.03% 175
2015
Q2 		$41K Hold
766
– – 0.03% 145
2015
Q1 		$43K Hold
766
– – 0.03% 142
2014
Q4 		$47K Hold
766
– – 0.04% 136
2014
Q3 		$40K Hold
766
– – 0.03% 145
2014
Q2 		$43K Buy
766
+120
+19% +$6.33K 0.04% 142
2014
Q1 		$33K Buy
+646
New +$31.4K 0.03% 153

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

Avior Wealth Management's AEP Position: Q2 2026 in Review

Avior Wealth Management reduced its American Electric Power (AEP) stake by 6.8% in Q2 2026, selling an estimated $19.6K and leaving 2,033 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #676.

Avior Wealth Management first reported a position in AEP in Q1 2014 and has held it in 47 quarters since. The position peaked at $286K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Avior Wealth Management held 2,033 shares of American Electric Power worth $278K as of Q2 2026.
  • Avior Wealth Management sold 149 American Electric Power shares in Q2 2026, an estimated $19.6K.
  • American Electric Power made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #676 holding.
  • Avior Wealth Management first reported a position in American Electric Power in Q1 2014 and has held it in 47 quarters since.
  • Avior Wealth Management's American Electric Power position peaked at $286K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.