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Community Financial Services Group’s American Electric Power AEP Stock Holding History

Community Financial Services 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 		$6.03M Sell
44,632
-161
-0.4% -$21.2K 0.88% 38
2026
Q1 		$5.9M Buy
44,793
+917
+2% +$115K 1.04% 32
2025
Q4 		$5.06M Buy
43,876
+4,954
+13% +$585K 0.93% 39
2025
Q3 		$4.38M Buy
+38,922
New +$4.26M 0.8% 44
2015
Q4 		– Sell
-94
Closed -$5K – 72
2015
Q3 		$5K Hold
94
– – ﹤0.01% 241
2015
Q2 		$5K Hold
94
– – ﹤0.01% 255
2015
Q1 		$5K Hold
94
– – ﹤0.01% 266
2014
Q4 		$6K Buy
+94
New +$5.38K ﹤0.01% 252

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
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 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
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

Community Financial Services Group's AEP Position: Q2 2026 in Review

Community Financial Services Group reduced its American Electric Power (AEP) stake by 0.36% in Q2 2026, selling an estimated $21.2K and leaving 44,632 shares worth $6.03M. The position accounts for 0.88% of the portfolio, ranked #38.

Community Financial Services Group first reported a position in AEP in Q4 2014 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Community Financial Services Group held 44,632 shares of American Electric Power worth $6.03M as of Q2 2026.
  • Community Financial Services Group sold 161 American Electric Power shares in Q2 2026, an estimated $21.2K.
  • American Electric Power made up 0.88% of Community Financial Services Group's portfolio in Q2 2026, its #38 holding.
  • Community Financial Services Group first reported a position in American Electric Power in Q4 2014 and has held it in 8 quarters since.
  • 374 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.