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Elevation Wealth Partners’s American Electric Power AEP Stock Holding History

Elevation Wealth Partners’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 		$26.5K Buy
194
+105
+118% +$13.8K 0.01% 495
2026
Q1 		$11.7K Hold
89
– – ﹤0.01% 481
2025
Q4 		$10.3K Buy
89
+24
+37% +$2.83K ﹤0.01% 477
2025
Q3 		$7.31K Buy
65
+25
+63% +$2.73K ﹤0.01% 426
2025
Q2 		$4.15K Hold
40
– – ﹤0.01% 413
2025
Q1 		$4.37K Hold
40
– – ﹤0.01% 414
2024
Q4 		$3.69K Buy
+40
New +$3.87K ﹤0.01% 426

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

Elevation Wealth Partners's AEP Position: Q2 2026 in Review

Elevation Wealth Partners increased its American Electric Power (AEP) stake by 118% in Q2 2026, buying an estimated $13.8K and bringing the position to 194 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #495.

Elevation Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Elevation Wealth Partners held 194 shares of American Electric Power worth $26.5K as of Q2 2026.
  • Elevation Wealth Partners bought 105 American Electric Power shares in Q2 2026, an estimated $13.8K.
  • American Electric Power made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Elevation Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.