Center for Financial Planning’s American Electric Power AEP Stock Holding History

Center for Financial Planning’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	$411	Buy	+3	New	+$395	﹤0.01%	626
2026 Q1	–	Sell	-41	Closed	-$4.73K	–	659
2025 Q4	$4.73K	Buy	+41	New	+$4.84K	﹤0.01%	559
2022 Q2	–	Sell	-250	Closed	-$25K	–	525
2022 Q1	$25K	Buy	250 +232	+1,289%	+$21.2K	0.01%	289
2021 Q4	$2K	Buy	+18	New	+$1.52K	﹤0.01%	472
2020 Q2	–	Sell	-173	Closed	-$14K	–	447
2020 Q1	$14K	Buy	+173	New	+$16.4K	﹤0.01%	286

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

Center for Financial Planning's AEP Position: Q2 2026 in Review

Center for Financial Planning opened a new position in American Electric Power (AEP) in Q2 2026: 3 shares worth $411. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in AEP as recently as Q4 2025.

Center for Financial Planning first reported a position in AEP in Q1 2020 and has held it in 5 quarters since. The position peaked at $25K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Center for Financial Planning held 3 shares of American Electric Power worth $411 as of Q2 2026.
American Electric Power was a new Center for Financial Planning position in Q2 2026.
American Electric Power made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #626 holding.
Center for Financial Planning first reported a position in American Electric Power in Q1 2020 and has held it in 5 quarters since.
Center for Financial Planning's American Electric Power position peaked at $25K in Q1 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.