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

Empirical 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 		$1.94M Buy
14,191
+458
+3% +$60.3K 0.03% 276
2026
Q1 		$1.8M Buy
13,733
+1,786
+15% +$223K 0.03% 263
2025
Q4 		$1.38M Buy
11,947
+3,991
+50% +$471K 0.02% 289
2025
Q3 		$895K Buy
7,956
+1,388
+21% +$152K 0.02% 346
2025
Q2 		$682K Buy
6,568
+478
+8% +$49.7K 0.02% 371
2025
Q1 		$665K Buy
6,090
+813
+15% +$82.4K 0.02% 356
2024
Q4 		$487K Buy
5,277
+208
+4% +$20.1K 0.01% 391
2024
Q3 		$520K Hold
5,069
– – 0.01% 363
2024
Q2 		$445K Buy
5,069
+105
+2% +$9.19K 0.01% 383
2024
Q1 		$427K Sell
4,964
-10
-0.2% -$813 0.01% 365
2023
Q4 		$404K Buy
4,974
+443
+10% +$34.4K 0.01% 353
2023
Q3 		$341K Sell
4,531
-991
-18% -$80.6K 0.01% 350
2023
Q2 		$465K Buy
5,522
+1,000
+22% +$88.3K 0.02% 326
2023
Q1 		$411K Hold
4,522
– – 0.02% 353
2022
Q4 		$429K Sell
4,522
-521
-10% -$47.4K 0.02% 328
2022
Q3 		$436K Sell
5,043
-255
-5% -$25.2K 0.02% 322
2022
Q2 		$508K Buy
5,298
+503
+10% +$49.9K 0.03% 291
2022
Q1 		$478K Sell
4,795
-115
-2% -$10.5K 0.02% 336
2021
Q4 		$437K Hold
4,910
– – 0.02% 364
2021
Q3 		$399K Sell
4,910
-16
-0.3% -$1.4K 0.02% 337
2021
Q2 		$417K Sell
4,926
-45
-0.9% -$3.88K 0.03% 324
2021
Q1 		$421K Buy
4,971
+115
+2% +$9.27K 0.03% 278
2020
Q4 		$404K Sell
4,856
-484
-9% -$42K 0.03% 273
2020
Q3 		$436K Hold
5,340
– – 0.04% 234
2020
Q2 		$425K Sell
5,340
-878
-14% -$71.7K 0.04% 232
2020
Q1 		$497K Buy
6,218
+270
+5% +$25.5K 0.05% 186
2019
Q4 		$562K Buy
5,948
+954
+19% +$88.1K 0.06% 179
2019
Q3 		$468K Sell
4,994
-183
-4% -$16.6K 0.06% 181
2019
Q2 		$456K Buy
+5,177
New +$446K 0.06% 161

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

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

Empirical Wealth Management increased its American Electric Power (AEP) stake by 3.3% in Q2 2026, buying an estimated $60.3K and bringing the position to 14,191 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #276.

Empirical Wealth Management first reported a position in AEP in Q2 2019 and has held it in 29 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Empirical Wealth Management held 14,191 shares of American Electric Power worth $1.94M as of Q2 2026.
  • Empirical Wealth Management bought 458 American Electric Power shares in Q2 2026, an estimated $60.3K.
  • American Electric Power made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Empirical Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 29 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.