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Clayton Financial Group’s American Electric Power AEP Stock Holding History

Clayton Financial Group’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 		– Sell
-93
Closed -$12.2K – 76
2026
Q1 		$12.2K Hold
93
– – 0.01% 219
2025
Q4 		$10.7K Buy
+93
New +$11K 0.01% 227

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

Clayton Financial Group's AEP Position: Q2 2026 in Review

Clayton Financial Group sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 93 shares — an estimated $12.2K sold.

Clayton Financial Group first reported a position in AEP in Q4 2025 and held it in 2 quarters. The position peaked at $12.2K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Clayton Financial Group reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 93 American Electric Power shares in Q2 2026, an estimated $12.2K.
  • Clayton Financial Group first reported a position in American Electric Power in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's American Electric Power position peaked at $12.2K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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