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BCS Wealth Management’s American Electric Power AEP Stock Holding History

BCS 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 		$539K Sell
3,937
-38
-1% -$5.01K 0.1% 172
2026
Q1 		$521K Sell
3,975
-3,969
-50% -$497K 0.11% 156
2025
Q4 		$916K Buy
+7,944
New +$938K 0.09% 167

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

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

BCS Wealth Management reduced its American Electric Power (AEP) stake by 0.96% in Q2 2026, selling an estimated $5.01K and leaving 3,937 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #172.

BCS Wealth Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q4 2025. 729 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • BCS Wealth Management held 3,937 shares of American Electric Power worth $539K as of Q2 2026.
  • BCS Wealth Management sold 38 American Electric Power shares in Q2 2026, an estimated $5.01K.
  • American Electric Power made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #172 holding.
  • BCS Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's American Electric Power position peaked at $916K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.