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CX Institutional’s American Electric Power AEP Stock Holding History

CX Institutional’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 		$2.3M Sell
16,824
-1,470
-8% -$194K 0.07% 233
2026
Q1 		$2.4M Buy
18,294
+5,970
+48% +$747K 0.07% 234
2025
Q4 		$1.42M Sell
12,324
-3,147
-20% -$372K 0.04% 243
2025
Q3 		$1.74M Buy
15,471
+9,298
+151% +$1.02M 0.05% 219
2025
Q2 		$641K Buy
6,173
+185
+3% +$19.2K 0.02% 326
2025
Q1 		$654K Buy
5,988
+2,427
+68% +$246K 0.02% 327
2024
Q4 		$328K Sell
3,561
-256
-7% -$24.8K 0.01% 421
2024
Q3 		$392K Sell
3,817
-89
-2% -$8.69K 0.02% 412
2024
Q2 		$343K Buy
3,906
+219
+6% +$19.2K 0.02% 431
2024
Q1 		$317K Buy
3,687
+712
+24% +$57.9K 0.02% 440
2023
Q4 		$242K Sell
2,975
-51
-2% -$3.96K 0.01% 453
2023
Q3 		$228K Sell
3,026
-1,083
-26% -$88.1K 0.01% 454
2023
Q2 		$346K Buy
4,109
+50
+1% +$4.42K 0.02% 403
2023
Q1 		$369K Buy
4,059
+67
+2% +$6.13K 0.02% 382
2022
Q4 		$379K Buy
3,992
+1,325
+50% +$121K 0.02% 400
2022
Q3 		$231K Sell
2,667
-26,788
-91% -$2.65M 0.02% 426
2022
Q2 		$2.83M Sell
29,455
-531
-2% -$52.6K 0.21% 122
2022
Q1 		$2.99M Buy
+29,986
New +$2.74M 0.24% 113
2021
Q4 		– Sell
-2,100
Closed -$170K – 343
2021
Q3 		$170K Sell
2,100
-136
-6% -$11.9K 0.01% 369
2021
Q2 		$189K Buy
2,236
+170
+8% +$14.6K 0.02% 342
2021
Q1 		$175K Buy
2,066
+840
+69% +$67.7K 0.02% 316
2020
Q4 		$102K Buy
1,226
+45
+4% +$3.9K 0.01% 357
2020
Q3 		$97K Buy
1,181
+380
+47% +$31.3K 0.01% 321
2020
Q2 		$64K Sell
801
-33
-4% -$2.69K 0.01% 322
2020
Q1 		$67K Sell
834
-262
-24% -$24.8K 0.01% 293
2019
Q4 		$104K Hold
1,096
– – 0.02% 230
2019
Q3 		$103K Buy
1,096
+10
+0.9% +$908 0.02% 243
2019
Q2 		$96K Buy
1,086
+20
+2% +$1.72K 0.02% 280
2019
Q1 		$89K Buy
1,066
+92
+9% +$7.32K 0.02% 285
2018
Q4 		$73K Buy
974
+21
+2% +$1.58K 0.02% 229
2018
Q3 		$68K Hold
953
– – 0.02% 166
2018
Q2 		$66K Buy
+953
New +$64.2K 0.02% 140

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

CX Institutional's AEP Position: Q2 2026 in Review

CX Institutional reduced its American Electric Power (AEP) stake by 8% in Q2 2026, selling an estimated $194K and leaving 16,824 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #233.

CX Institutional first reported a position in AEP in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.99M in Q1 2022. 611 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CX Institutional held 16,824 shares of American Electric Power worth $2.3M as of Q2 2026.
  • CX Institutional sold 1,470 American Electric Power shares in Q2 2026, an estimated $194K.
  • American Electric Power made up 0.07% of CX Institutional's portfolio in Q2 2026, its #233 holding.
  • CX Institutional first reported a position in American Electric Power in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's American Electric Power position peaked at $2.99M in Q1 2022.
  • 611 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.