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Dogwood Wealth Management’s American Electric Power AEP Stock Holding History

Dogwood Wealth Management’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 		$36.7K Buy
268
+38
+17% +$5.01K 0.01% 185
2026
Q1 		$30.1K Sell
230
-5
-2% -$626 0.01% 187
2025
Q4 		$27.1K Buy
235
+7
+3% +$827 0.01% 169
2025
Q3 		$25.6K Buy
228
+175
+330% +$19.1K 0.01% 162
2025
Q2 		$5.51K Buy
53
+48
+960% +$4.99K ﹤0.01% 415
2025
Q1 		$546 Buy
+5
New +$506 ﹤0.01% 452
2024
Q3 		– Hold
0
– – – 281
2024
Q2 		– Hold
0
– – – 331
2024
Q1 		– Hold
0
– – – 335
2023
Q4 		– Hold
0
– – – 307

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

Dogwood Wealth Management's AEP Position: Q2 2026 in Review

Dogwood Wealth Management increased its American Electric Power (AEP) stake by 17% in Q2 2026, buying an estimated $5.01K and bringing the position to 268 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Dogwood Wealth Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dogwood Wealth Management held 268 shares of American Electric Power worth $36.7K as of Q2 2026.
  • Dogwood Wealth Management bought 38 American Electric Power shares in Q2 2026, an estimated $5.01K.
  • American Electric Power made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Dogwood Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.