Brandywine Oak Private Wealth’s American Electric Power AEP Stock Holding History

Brandywine Oak Private Wealth’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	$1.75M	Sell	12,785 -39	-0.3%	-$5.14K	0.13%	78
2026 Q1	$1.68M	Buy	12,824 +45	+0.4%	+$5.63K	0.14%	76
2025 Q4	$1.47M	Hold	12,779	–	–	0.12%	84
2025 Q3	$1.44M	Sell	12,779 -4	-0%	-$438	0.12%	84
2025 Q2	$1.33M	Sell	12,783 -2	-0%	-$208	0.12%	87
2025 Q1	$1.4M	Sell	12,785 -873	-6%	-$88.4K	0.14%	78
2024 Q4	$1.26M	Sell	13,658 -316	-2%	-$30.6K	0.12%	88
2024 Q3	$1.43M	Hold	13,974	–	–	0.14%	78
2024 Q2	$1.23M	Sell	13,974 -503	-3%	-$44K	0.13%	82
2024 Q1	$1.25M	Sell	14,477 -89	-0.6%	-$7.24K	0.13%	84
2023 Q4	$1.18M	Sell	14,566 -355	-2%	-$27.6K	0.13%	83
2023 Q3	$1.12M	Sell	14,921 -382	-2%	-$31.1K	0.13%	84
2023 Q2	$1.29M	Sell	15,303 -1,133	-7%	-$100K	0.14%	83
2023 Q1	$1.5M	Sell	16,436 -483	-3%	-$44.2K	0.17%	69
2022 Q4	$1.61M	Sell	16,919 -1,322	-7%	-$120K	0.2%	68
2022 Q3	$1.58M	Sell	18,241 -115	-0.6%	-$11.4K	0.21%	69
2022 Q2	$1.76M	Hold	18,356	–	–	0.23%	70
2022 Q1	$1.83M	Sell	18,356 -494	-3%	-$45.1K	0.21%	79
2021 Q4	$1.68M	Sell	18,850 -879	-4%	-$74.1K	0.18%	83
2021 Q3	$1.6M	Sell	19,729 -490	-2%	-$42.8K	0.19%	85
2021 Q2	$1.71M	Sell	20,219 -382	-2%	-$32.9K	0.2%	79
2021 Q1	$1.74M	Sell	20,601 -769	-4%	-$62K	0.26%	62
2020 Q4	$1.78M	Sell	21,370 -42	-0.2%	-$3.65K	0.27%	60
2020 Q3	$1.75M	Sell	21,412 -903	-4%	-$74.4K	0.29%	54
2020 Q2	$1.78M	Sell	22,315 -273	-1%	-$22.3K	0.32%	53
2020 Q1	$1.81M	Sell	22,588 -1,104	-5%	-$104K	0.37%	44
2019 Q4	$2.24M	Sell	23,692 -188	-0.8%	-$17.4K	0.41%	38
2019 Q3	$2.24M	Buy	23,880 +2	+0%	+$182	0.42%	40
2019 Q2	$2.1M	Buy	23,878 +367	+2%	+$31.6K	0.42%	41
2019 Q1	$1.97M	Buy	23,511 +519	+2%	+$41.3K	0.41%	42
2018 Q4	$1.72M	Buy	+22,992	New	+$1.73M	0.39%	43

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) 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

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

Brandywine Oak Private Wealth's AEP Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its American Electric Power (AEP) stake by 0.3% in Q2 2026, selling an estimated $5.14K and leaving 12,785 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #78.

Brandywine Oak Private Wealth first reported a position in AEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.24M in Q4 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Brandywine Oak Private Wealth held 12,785 shares of American Electric Power worth $1.75M as of Q2 2026.
Brandywine Oak Private Wealth sold 39 American Electric Power shares in Q2 2026, an estimated $5.14K.
American Electric Power made up 0.13% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #78 holding.
Brandywine Oak Private Wealth first reported a position in American Electric Power in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's American Electric Power position peaked at $2.24M in Q4 2019.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.