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B. Riley Wealth Advisors’s American Electric Power AEP Stock Holding History

B. Riley Wealth Advisors’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 		$521K Buy
3,777
+561
+17% +$73.9K 0.03% 457
2026
Q1 		$422K Sell
3,216
-606
-16% -$75.8K 0.03% 481
2025
Q4 		$441K Sell
3,822
-570
-13% -$67.3K 0.02% 573
2025
Q3 		$494K Buy
4,392
+506
+13% +$55.4K 0.02% 533
2025
Q2 		$403K Buy
+3,886
New +$404K 0.02% 610
2024
Q4 		$2.69M Sell
29,217
-1,812
-6% -$175K 0.09% 226
2024
Q3 		$3.17M Sell
31,029
-3,346
-10% -$327K 0.09% 221
2024
Q2 		$3.02M Buy
34,375
+8,439
+33% +$738K 0.08% 242
2024
Q1 		$1.95M Sell
25,936
-3,371
-12% -$274K 0.05% 366
2023
Q4 		$2.38M Buy
29,307
+3,371
+13% +$262K 0.06% 317
2023
Q3 		$1.95M Sell
25,936
-57,787
-69% -$4.7M 0.05% 366
2023
Q2 		$7.05M Buy
83,723
+56,051
+203% +$4.95M 0.16% 136
2023
Q1 		$2.52M Buy
27,672
+5,090
+23% +$466K 0.07% 290
2022
Q4 		$2.14M Buy
22,582
+8,599
+61% +$783K 0.06% 318
2022
Q3 		$1.21M Buy
13,983
+6,849
+96% +$677K 0.04% 445
2022
Q2 		$685K Sell
7,134
-2,056
-22% -$204K 0.03% 538
2022
Q1 		$917K Buy
9,190
+152
+2% +$13.9K 0.03% 523
2021
Q4 		$805K Buy
9,038
+341
+4% +$28.8K 0.02% 601
2021
Q3 		$707K Buy
8,697
+546
+7% +$47.7K 0.02% 640
2021
Q2 		$690K Buy
8,151
+14
+0.2% +$1.21K 0.02% 642
2021
Q1 		$690K Buy
8,137
+2,367
+41% +$191K 0.02% 596
2020
Q4 		$481K Sell
5,770
-5,888
-51% -$511K 0.03% 548
2020
Q3 		$953K Sell
11,658
-324
-3% -$26.7K 0.05% 319
2020
Q2 		$955K Sell
11,982
-1,144
-9% -$93.4K 0.06% 287
2020
Q1 		$1.05M Buy
13,126
+5,182
+65% +$490K 0.09% 226
2019
Q4 		$751K Buy
7,944
+635
+9% +$58.7K 0.06% 301
2019
Q3 		$686K Buy
7,309
+1,017
+16% +$92.4K 0.07% 303
2019
Q2 		$554K Buy
6,292
+1,155
+22% +$99.6K 0.06% 342
2019
Q1 		$431K Buy
5,137
+1,344
+35% +$107K 0.05% 378
2018
Q4 		$284K Sell
3,793
-1,925
-34% -$144K 0.04% 460
2018
Q3 		$407K Sell
5,718
-117
-2% -$8.32K 0.05% 400
2018
Q2 		$405K Buy
5,835
+623
+12% +$42K 0.05% 385
2018
Q1 		$359K Sell
5,212
-1,780
-25% -$120K 0.05% 401
2017
Q4 		$516K Sell
6,992
-2,895
-29% -$216K 0.07% 303
2017
Q3 		$696K Sell
9,887
-1,234
-11% -$87.9K 0.12% 196
2017
Q2 		$774K Buy
11,121
+150
+1% +$10.4K 0.14% 182
2017
Q1 		$738K Buy
10,971
+48
+0.4% +$3.11K 0.15% 171
2016
Q4 		$690K Sell
10,923
-2,385
-18% -$147K 0.14% 177
2016
Q3 		$558K Buy
13,308
+1,462
+12% +$98.3K 0.11% 228
2016
Q2 		$554K Sell
11,846
-540
-4% -$35.3K 0.11% 225
2016
Q1 		$556K Buy
12,386
+479
+4% +$29.6K 0.13% 201
2015
Q4 		$695K Buy
11,907
+4,465
+60% +$253K 0.14% 182
2015
Q3 		$424K Buy
7,442
+892
+14% +$49.5K 0.1% 265
2015
Q2 		$348K Sell
6,550
-1,671
-20% -$92.5K 0.09% 293
2015
Q1 		$463K Sell
8,221
-15
-0.2% -$890 0.11% 241
2014
Q4 		$4.8K Buy
8,236
+1,374
+20% +$78.6K 0.1% 255
2014
Q3 		$358K Sell
6,862
-7,868
-53% -$416K 0.09% 294
2014
Q2 		$401K Buy
14,730
+6,521
+79% +$344K 0.09% 235
2014
Q1 		$416K Buy
8,209
+633
+8% +$30.8K 0.13% 181
2013
Q4 		$354K Sell
7,576
-4,460
-37% -$206K 0.11% 203
2013
Q3 		$522K Buy
12,036
+4,703
+64% +$209K 0.18% 135
2013
Q2 		$328K Buy
+7,333
New +$352K 0.11% 210

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

B. Riley Wealth Advisors's AEP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its American Electric Power (AEP) stake by 17% in Q2 2026, buying an estimated $73.9K and bringing the position to 3,777 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #457.

B. Riley Wealth Advisors first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.05M in Q2 2023. 462 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • B. Riley Wealth Advisors held 3,777 shares of American Electric Power worth $521K as of Q2 2026.
  • B. Riley Wealth Advisors bought 561 American Electric Power shares in Q2 2026, an estimated $73.9K.
  • American Electric Power made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #457 holding.
  • B. Riley Wealth Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's American Electric Power position peaked at $7.05M in Q2 2023.
  • 462 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.