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Crewe Advisors’s American Electric Power AEP Stock Holding History

Crewe Advisors’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 		$160K Sell
1,172
-3
-0.3% -$395 0.01% 260
2026
Q1 		$154K Buy
1,175
+33
+3% +$4.13K 0.01% 232
2025
Q4 		$132K Buy
1,142
+17
+2% +$2.01K 0.01% 248
2025
Q3 		$127K Buy
1,125
+160
+17% +$17.5K 0.01% 260
2025
Q2 		$100K Buy
965
+265
+38% +$27.6K 0.01% 223
2025
Q1 		$76.5K Sell
700
-8
-1% -$810 0.01% 227
2024
Q4 		$65.3K Buy
708
+124
+21% +$12K 0.01% 257
2024
Q3 		$59.9K Buy
584
+5
+0.9% +$488 0.01% 280
2024
Q2 		$50.8K Buy
579
+339
+141% +$29.7K 0.01% 367
2024
Q1 		$20.7K Buy
+240
New +$19.5K ﹤0.01% 487
2023
Q3 		– Sell
-387
Closed -$32.6K – 596
2023
Q2 		$32.6K Sell
387
-233
-38% -$20.6K ﹤0.01% 308
2023
Q1 		$56.4K Sell
620
-65
-9% -$5.95K 0.01% 297
2022
Q4 		$65K Buy
685
+52
+8% +$4.73K 0.01% 278
2022
Q3 		$55K Buy
633
+65
+11% +$6.43K 0.01% 304
2022
Q2 		$54K Buy
568
+328
+137% +$32.5K 0.01% 287
2022
Q1 		$24K Buy
+240
New +$21.9K ﹤0.01% 285
2021
Q1 		– Sell
-23
Closed -$2K – 458
2020
Q4 		$2K Sell
23
-4
-15% -$347 ﹤0.01% 392
2020
Q3 		$2K Buy
+27
New +$2.22K ﹤0.01% 471
2019
Q1 		– Sell
-155
Closed -$12K – 245
2018
Q4 		$12K Hold
155
– – ﹤0.01% 177
2018
Q3 		$11K Hold
155
– – 0.01% 191
2018
Q2 		$11K Sell
155
-321
-67% -$21.6K 0.01% 205
2018
Q1 		$33K Buy
476
+321
+207% +$21.6K 0.03% 144
2017
Q4 		$11K Buy
+155
New +$11.6K 0.01% 215

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

Crewe Advisors's AEP Position: Q2 2026 in Review

Crewe Advisors reduced its American Electric Power (AEP) stake by 0.26% in Q2 2026, selling an estimated $395 and leaving 1,172 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #260.

Crewe Advisors first reported a position in AEP in Q4 2017 and has held it in 23 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Crewe Advisors held 1,172 shares of American Electric Power worth $160K as of Q2 2026.
  • Crewe Advisors sold 3 American Electric Power shares in Q2 2026, an estimated $395.
  • American Electric Power made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #260 holding.
  • Crewe Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 23 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.