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Beacon Financial Strategies’s American Electric Power AEP Stock Holding History

Beacon Financial Strategies’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 		$37.6K Hold
275
– – 0.02% 115
2026
Q1 		$36K Hold
275
– – 0.02% 87
2025
Q4 		$31.7K Buy
+275
New +$32.5K 0.02% 98

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

Beacon Financial Strategies's AEP Position: Q2 2026 in Review

Beacon Financial Strategies held its American Electric Power (AEP) position steady in Q2 2026 at 275 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #115.

Beacon Financial Strategies first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Beacon Financial Strategies held 275 shares of American Electric Power worth $37.6K as of Q2 2026.
  • Beacon Financial Strategies left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #115 holding.
  • Beacon Financial Strategies first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.