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Eagle Strategies’s American Electric Power AEP Stock Holding History

Eagle Strategies’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 		$762K Buy
5,567
+414
+8% +$54.5K 0.08% 164
2026
Q1 		$675K Sell
5,153
-451
-8% -$56.4K 0.08% 161
2025
Q4 		$646K Sell
5,604
-264
-4% -$31.2K 0.08% 148
2025
Q3 		$660K Buy
5,868
+353
+6% +$38.6K 0.09% 141
2025
Q2 		$572K Buy
5,515
+94
+2% +$9.78K 0.09% 143
2025
Q1 		$592K Buy
5,421
+538
+11% +$54.5K 0.1% 134
2024
Q4 		$450K Buy
4,883
+119
+2% +$11.5K 0.08% 149
2024
Q3 		$489K Sell
4,764
-389
-8% -$38K 0.09% 135
2024
Q2 		$452K Buy
+5,153
New +$451K 0.09% 138
2024
Q1 		– Sell
-4,734
Closed -$385K – 268
2023
Q4 		$385K Buy
4,734
+494
+12% +$38.3K 0.08% 140
2023
Q3 		$319K Buy
4,240
+610
+17% +$49.6K 0.08% 142
2023
Q2 		$306K Sell
3,630
-362
-9% -$32K 0.07% 147
2023
Q1 		$363K Buy
3,992
+433
+12% +$39.6K 0.09% 133
2022
Q4 		$338K Buy
+3,559
New +$324K 0.1% 124
2022
Q3 		– Sell
-2,542
Closed -$244K – 102
2022
Q2 		$244K Sell
2,542
-284
-10% -$28.1K 0.09% 124
2022
Q1 		$282K Buy
2,826
+271
+11% +$24.8K 0.11% 115
2021
Q4 		$227K Buy
+2,555
New +$216K 0.09% 132

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

Eagle Strategies's AEP Position: Q2 2026 in Review

Eagle Strategies increased its American Electric Power (AEP) stake by 8% in Q2 2026, buying an estimated $54.5K and bringing the position to 5,567 shares worth $762K. The position accounts for 0.08% of the portfolio, ranked #164.

Eagle Strategies first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Eagle Strategies held 5,567 shares of American Electric Power worth $762K as of Q2 2026.
  • Eagle Strategies bought 414 American Electric Power shares in Q2 2026, an estimated $54.5K.
  • American Electric Power made up 0.08% of Eagle Strategies's portfolio in Q2 2026, its #164 holding.
  • Eagle Strategies first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.