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Dynamic Advisor Solutions’s American Electric Power AEP Stock Holding History

Dynamic Advisor Solutions’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 		$837K Sell
6,115
-453
-7% -$59.7K 0.02% 528
2026
Q1 		$861K Buy
6,568
+834
+15% +$104K 0.03% 499
2025
Q4 		$661K Sell
5,734
-563
-9% -$66.5K 0.02% 558
2025
Q3 		$708K Buy
6,297
+591
+10% +$64.7K 0.02% 541
2025
Q2 		$592K Buy
5,706
+299
+6% +$31.1K 0.02% 564
2025
Q1 		$591K Sell
5,407
-200
-4% -$20.3K 0.02% 546
2024
Q4 		$517K Sell
5,607
-1,976
-26% -$191K 0.02% 423
2024
Q3 		$778K Sell
7,583
-68
-0.9% -$6.64K 0.02% 515
2024
Q2 		$671K Sell
7,651
-496
-6% -$43.4K 0.02% 557
2024
Q1 		$701K Buy
8,147
+2,632
+48% +$214K 0.02% 517
2023
Q4 		$464K Buy
5,515
+1,359
+33% +$105K 0.02% 591
2023
Q3 		$313K Sell
4,156
-25
-0.6% -$2.03K 0.01% 647
2023
Q2 		$352K Sell
4,181
-751
-15% -$66.3K 0.02% 585
2023
Q1 		$449K Buy
4,932
+595
+14% +$54.4K 0.03% 495
2022
Q4 		$412K Sell
4,337
-1,753
-29% -$160K 0.03% 494
2022
Q3 		$526K Sell
6,090
-163
-3% -$16.1K 0.04% 380
2022
Q2 		$600K Sell
6,253
-205
-3% -$20.3K 0.05% 354
2022
Q1 		$644K Buy
6,458
+3,285
+104% +$300K 0.04% 377
2021
Q4 		$282K Buy
3,173
+692
+28% +$58.4K 0.02% 585
2021
Q3 		$201K Buy
+2,481
New +$217K 0.02% 698
2020
Q1 		– Sell
-2,387
Closed -$226K – 491
2019
Q4 		$226K Buy
2,387
+35
+1% +$3.23K 0.03% 476
2019
Q3 		$220K Buy
2,352
+29
+1% +$2.63K 0.03% 443
2019
Q2 		$204K Buy
+2,323
New +$200K 0.03% 454

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

Dynamic Advisor Solutions's AEP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its American Electric Power (AEP) stake by 6.9% in Q2 2026, selling an estimated $59.7K and leaving 6,115 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #528.

Dynamic Advisor Solutions first reported a position in AEP in Q2 2019 and has held it in 23 quarters since. The position peaked at $861K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dynamic Advisor Solutions held 6,115 shares of American Electric Power worth $837K as of Q2 2026.
  • Dynamic Advisor Solutions sold 453 American Electric Power shares in Q2 2026, an estimated $59.7K.
  • American Electric Power made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #528 holding.
  • Dynamic Advisor Solutions first reported a position in American Electric Power in Q2 2019 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's American Electric Power position peaked at $861K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.