Baker Tilly Wealth Management’s American Electric Power AEP Stock Holding History

Baker Tilly 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	$282K	Buy	+2,064	New	+$272K	0.06%	229
2025 Q2	–	Sell	-1,858	Closed	-$203K	–	235
2025 Q1	$203K	Buy	+1,858	New	+$188K	0.08%	228
2024 Q2	–	Sell	-9,604	Closed	-$827K	–	281
2024 Q1	$827K	Sell	9,604 -558	-5%	-$45.4K	0.15%	150
2023 Q4	$825K	Buy	10,162 +1,297	+15%	+$101K	0.14%	168
2023 Q3	$667K	Sell	8,865 -1,745	-16%	-$142K	0.11%	190
2023 Q2	$893K	Buy	+10,610	New	+$937K	0.09%	219

Other funds holding AEP

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baker Tilly Wealth Management's AEP Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in American Electric Power (AEP) in Q2 2026: 2,064 shares worth $282K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in AEP as recently as Q1 2025.

Baker Tilly Wealth Management first reported a position in AEP in Q2 2023 and has held it in 6 quarters since. The position peaked at $893K in Q2 2023. 505 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Baker Tilly Wealth Management held 2,064 shares of American Electric Power worth $282K as of Q2 2026.
American Electric Power was a new Baker Tilly Wealth Management position in Q2 2026.
American Electric Power made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #229 holding.
Baker Tilly Wealth Management first reported a position in American Electric Power in Q2 2023 and has held it in 6 quarters since.
Baker Tilly Wealth Management's American Electric Power position peaked at $893K in Q2 2023.
505 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.