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Bravera Wealth’s American Electric Power AEP Stock Holding History

Bravera 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 		$296K Buy
2,163
+37
+2% +$4.87K 0.11% 76
2026
Q1 		$279K Sell
2,126
-38
-2% -$4.75K 0.13% 84
2025
Q4 		$250K Buy
+2,164
New +$256K 0.13% 80

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

Bravera Wealth's AEP Position: Q2 2026 in Review

Bravera Wealth increased its American Electric Power (AEP) stake by 1.7% in Q2 2026, buying an estimated $4.87K and bringing the position to 2,163 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #76.

Bravera Wealth 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.

  • Bravera Wealth held 2,163 shares of American Electric Power worth $296K as of Q2 2026.
  • Bravera Wealth bought 37 American Electric Power shares in Q2 2026, an estimated $4.87K.
  • American Electric Power made up 0.11% of Bravera Wealth's portfolio in Q2 2026, its #76 holding.
  • Bravera Wealth 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 Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.