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Certified Advisory Corp’s American Electric Power AEP Stock Holding History

Certified Advisory Corp’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 		$1.54M Sell
11,250
-247
-2% -$32.5K 0.12% 139
2026
Q1 		$1.51M Buy
11,497
+2
+0% +$250 0.14% 137
2025
Q4 		$1.33M Sell
11,495
-35
-0.3% -$4.13K 0.12% 144
2025
Q3 		$1.3M Buy
11,530
+1,501
+15% +$164K 0.12% 140
2025
Q2 		$1.04M Buy
10,029
+2
+0% +$208 0.11% 148
2025
Q1 		$1.1M Sell
10,027
-47
-0.5% -$4.76K 0.12% 144
2024
Q4 		$929K Sell
10,074
-117
-1% -$11.3K 0.1% 151
2024
Q3 		$1.05M Buy
10,191
+120
+1% +$11.7K 0.12% 142
2024
Q2 		$884K Buy
10,071
+2
+0% +$175 0.11% 141
2024
Q1 		$867K Sell
10,069
-44
-0.4% -$3.58K 0.12% 138
2023
Q4 		$821K Buy
10,113
+1
+0% +$78 0.12% 140
2023
Q3 		$761K Hold
10,112
– – 0.14% 131
2023
Q2 		$851K Sell
10,112
-9
-0.1% -$795 0.16% 121
2023
Q1 		$921K Sell
10,121
-360
-3% -$32.9K 0.16% 126
2022
Q4 		$995K Buy
10,481
+250
+2% +$22.8K 0.2% 119
2022
Q3 		$884K Buy
10,231
+175
+2% +$17.3K 0.2% 115
2022
Q2 		$965K Buy
10,056
+1
+0% +$99 0.22% 112
2022
Q1 		$1M Buy
10,055
+2
+0% +$183 0.21% 110
2021
Q4 		$894K Buy
10,053
+1
+0% +$84 0.2% 119
2021
Q3 		$816K Buy
10,052
+120
+1% +$10.5K 0.2% 118
2021
Q2 		$840K Buy
9,932
+9,087
+1,075% +$782K 0.21% 110
2021
Q1 		$71K Buy
+845
New +$68.1K 0.02% 297
2020
Q2 		$139K Buy
1,748
+151
+9% +$12.3K 0.05% 203
2020
Q1 		$128K Buy
1,597
+2
+0.1% +$189 0.05% 191
2019
Q4 		$151K Buy
1,595
+1
+0.1% +$92 0.05% 202
2019
Q3 		$149K Buy
1,594
+51
+3% +$4.63K 0.05% 199
2019
Q2 		$136K Buy
1,543
+1
+0.1% +$86 0.05% 201
2019
Q1 		$129K Buy
1,542
+852
+123% +$67.8K 0.05% 191
2018
Q4 		$52K Buy
690
+1
+0.1% +$75 0.03% 270
2018
Q3 		$49K Sell
689
-232
-25% -$16.5K 0.02% 304
2018
Q2 		$63K Buy
921
+2
+0.2% +$135 0.04% 248
2018
Q1 		$62K Buy
919
+159
+21% +$10.7K 0.04% 239
2017
Q4 		$55K Buy
+760
New +$56.8K 0.04% 222

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

Certified Advisory Corp's AEP Position: Q2 2026 in Review

Certified Advisory Corp reduced its American Electric Power (AEP) stake by 2.1% in Q2 2026, selling an estimated $32.5K and leaving 11,250 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #139.

Certified Advisory Corp first reported a position in AEP in Q4 2017 and has held it in 33 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Certified Advisory Corp held 11,250 shares of American Electric Power worth $1.54M as of Q2 2026.
  • Certified Advisory Corp sold 247 American Electric Power shares in Q2 2026, an estimated $32.5K.
  • American Electric Power made up 0.12% of Certified Advisory Corp's portfolio in Q2 2026, its #139 holding.
  • Certified Advisory Corp first reported a position in American Electric Power in Q4 2017 and has held it in 33 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.