Everhart Financial Group’s American Electric Power AEP Stock Holding History

Everhart Financial Group’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	$750K	Buy	5,484 +564	+11%	+$74.3K	0.05%	221
2026 Q1	$645K	Sell	4,920 -2,422	-33%	-$303K	0.05%	231
2025 Q4	$847K	Buy	7,342 +4,296	+141%	+$507K	0.08%	180
2025 Q3	$343K	Buy	+3,046	New	+$333K	0.03%	298
2022 Q4	–	Sell	-2,553	Closed	-$220K	–	182
2022 Q3	$220K	Buy	2,553 +103	+4%	+$10.2K	0.12%	169
2022 Q2	$236K	Buy	+2,450	New	+$243K	0.14%	148

Other funds holding AEP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's AEP Position: Q2 2026 in Review

Everhart Financial Group increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $74.3K and bringing the position to 5,484 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #221.

Everhart Financial Group first reported a position in AEP in Q2 2022 and has held it in 6 quarters since. The position peaked at $847K in Q4 2025. 428 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Everhart Financial Group held 5,484 shares of American Electric Power worth $750K as of Q2 2026.
Everhart Financial Group bought 564 American Electric Power shares in Q2 2026, an estimated $74.3K.
American Electric Power made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #221 holding.
Everhart Financial Group first reported a position in American Electric Power in Q2 2022 and has held it in 6 quarters since.
Everhart Financial Group's American Electric Power position peaked at $847K in Q4 2025.
428 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.