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Clarity Financial’s American Electric Power AEP Stock Holding History

Clarity Financial’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 		$16.4M Buy
+120,109
New +$15.8M 1.4% 28
2026
Q1 		– Sell
-5,190
Closed -$598K – 119
2025
Q4 		$598K Buy
5,190
+188
+4% +$22.2K 0.06% 64
2025
Q3 		$563K Buy
5,002
+249
+5% +$27.2K 0.06% 66
2025
Q2 		$493K Buy
4,753
+394
+9% +$41K 0.05% 65
2025
Q1 		$476K Sell
4,359
-1,918
-31% -$194K 0.05% 61
2024
Q4 		$579K Sell
6,277
-348
-5% -$33.7K 0.07% 65
2024
Q3 		$680K Sell
6,625
-349
-5% -$34.1K 0.08% 76
2024
Q2 		$612K Buy
6,974
+286
+4% +$25K 0.09% 62
2024
Q1 		$576K Sell
6,688
-35
-0.5% -$2.85K 0.09% 69
2023
Q4 		$546K Buy
6,723
+663
+11% +$51.5K 0.09% 61
2023
Q3 		$456K Sell
6,060
-200
-3% -$16.3K 0.08% 71
2023
Q2 		$527K Buy
+6,260
New +$553K 0.08% 66
2023
Q1 		– Sell
-7,190
Closed -$683K – 28
2022
Q4 		$683K Buy
7,190
+246
+4% +$22.4K 0.13% 52
2022
Q3 		$600K Buy
6,944
+348
+5% +$34.4K 0.14% 54
2022
Q2 		$633K Buy
6,596
+796
+14% +$78.9K 0.14% 57
2022
Q1 		$579K Sell
5,800
-20
-0.3% -$1.83K 0.12% 62
2021
Q4 		$518K Buy
+5,820
New +$491K 0.08% 70
2021
Q3 		– Sell
-4,000
Closed -$338K – 96
2021
Q2 		$338K Buy
4,000
+1,475
+58% +$127K 0.06% 84
2021
Q1 		$214K Buy
+2,525
New +$204K 0.04% 122

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

Clarity Financial's AEP Position: Q2 2026 in Review

Clarity Financial opened a new position in American Electric Power (AEP) in Q2 2026: 120,109 shares worth $16.4M. The stake represents 1.4% of the portfolio and ranks #28 among its holdings. This is a return to the name: Clarity Financial previously reported a position in AEP as recently as Q4 2025.

Clarity Financial first reported a position in AEP in Q1 2021 and has held it in 19 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Clarity Financial held 120,109 shares of American Electric Power worth $16.4M as of Q2 2026.
  • American Electric Power was a new Clarity Financial position in Q2 2026.
  • American Electric Power made up 1.4% of Clarity Financial's portfolio in Q2 2026, its #28 holding.
  • Clarity Financial first reported a position in American Electric Power in Q1 2021 and has held it in 19 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.