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CGC Financial Services’s American Electric Power AEP Stock Holding History

CGC Financial 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 		$9.58K Sell
70
-103
-60% -$13.6K ﹤0.01% 226
2026
Q1 		$22.7K Buy
173
+112
+184% +$14K 0.01% 166
2025
Q4 		$7.03K Hold
61
– – ﹤0.01% 249
2025
Q3 		$6.86K Hold
61
– – ﹤0.01% 246
2025
Q2 		$6.33K Hold
61
– – ﹤0.01% 241
2025
Q1 		$6.67K Hold
61
– – ﹤0.01% 221
2024
Q4 		$5.63K Hold
61
– – ﹤0.01% 237
2024
Q3 		$6.26K Hold
61
– – ﹤0.01% 229
2024
Q2 		$5.35K Hold
61
– – ﹤0.01% 237
2024
Q1 		$5.25K Buy
+61
New +$4.96K ﹤0.01% 245

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGC Financial Services's AEP Position: Q2 2026 in Review

CGC Financial Services reduced its American Electric Power (AEP) stake by 60% in Q2 2026, selling an estimated $13.6K and leaving 70 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

CGC Financial Services first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CGC Financial Services held 70 shares of American Electric Power worth $9.58K as of Q2 2026.
  • CGC Financial Services sold 103 American Electric Power shares in Q2 2026, an estimated $13.6K.
  • American Electric Power made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #226 holding.
  • CGC Financial Services first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • CGC Financial Services's American Electric Power position peaked at $22.7K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.