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Barnes Wealth Management Group’s American Electric Power AEP Stock Holding History

Barnes Wealth Management Group’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 		$276K Sell
2,015
-32
-2% -$4.22K 0.13% 150
2026
Q1 		$268K Buy
2,047
+26
+1% +$3.25K 0.14% 149
2025
Q4 		$233K Buy
2,021
+11
+0.5% +$1.3K 0.12% 157
2025
Q3 		$226K Buy
+2,010
New +$220K 0.12% 161

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

Barnes Wealth Management Group's AEP Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its American Electric Power (AEP) stake by 1.6% in Q2 2026, selling an estimated $4.22K and leaving 2,015 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #150.

Barnes Wealth Management Group first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Barnes Wealth Management Group held 2,015 shares of American Electric Power worth $276K as of Q2 2026.
  • Barnes Wealth Management Group sold 32 American Electric Power shares in Q2 2026, an estimated $4.22K.
  • American Electric Power made up 0.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #150 holding.
  • Barnes Wealth Management Group first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.