BIAS
AEP icon

Beacon Investment Advisory Services’s American Electric Power AEP Stock Holding History

Beacon Investment Advisory Services’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 		$113K Hold
825
– – ﹤0.01% 321
2026
Q1 		$108K Buy
+825
New +$103K ﹤0.01% 318
2019
Q1 		– Sell
-6,028
Closed -$451K – 222
2018
Q4 		$451K Buy
+6,028
New +$452K 0.05% 160

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 Investment Advisory Services's AEP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its American Electric Power (AEP) position steady in Q2 2026 at 825 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Beacon Investment Advisory Services first reported a position in AEP in Q4 2018 and has held it in 3 quarters since. The position peaked at $451K in Q4 2018. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Beacon Investment Advisory Services held 825 shares of American Electric Power worth $113K as of Q2 2026.
  • Beacon Investment Advisory Services left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #321 holding.
  • Beacon Investment Advisory Services first reported a position in American Electric Power in Q4 2018 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's American Electric Power position peaked at $451K in Q4 2018.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.