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Everpar Advisors’s American Electric Power AEP Stock Holding History

Everpar Advisors’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 		$1.42M Buy
10,392
+202
+2% +$26.6K 0.4% 57
2026
Q1 		$1.34M Sell
10,190
-205
-2% -$25.6K 0.46% 49
2025
Q4 		$1.2M Sell
10,395
-1,592
-13% -$188K 0.44% 49
2025
Q3 		$1.35M Buy
11,987
+304
+3% +$33.3K 0.53% 33
2025
Q2 		$1.21M Buy
11,683
+28
+0.2% +$2.91K 0.55% 33
2025
Q1 		$1.27M Buy
11,655
+84
+0.7% +$8.51K 0.68% 32
2024
Q4 		$1.07M Buy
11,571
+1,179
+11% +$114K 0.54% 34
2024
Q3 		$1.07M Buy
10,392
+88
+0.9% +$8.59K 0.55% 36
2024
Q2 		$904K Buy
10,304
+2,080
+25% +$182K 0.45% 46
2024
Q1 		$708K Sell
8,224
-2,463
-23% -$200K 0.43% 63
2023
Q4 		$868K Buy
+10,687
New +$830K 0.4% 84

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Everpar Advisors's AEP Position: Q2 2026 in Review

Everpar Advisors increased its American Electric Power (AEP) stake by 2% in Q2 2026, buying an estimated $26.6K and bringing the position to 10,392 shares worth $1.42M. The position accounts for 0.4% of the portfolio, ranked #57.

Everpar Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Everpar Advisors held 10,392 shares of American Electric Power worth $1.42M as of Q2 2026.
  • Everpar Advisors bought 202 American Electric Power shares in Q2 2026, an estimated $26.6K.
  • American Electric Power made up 0.4% of Everpar Advisors's portfolio in Q2 2026, its #57 holding.
  • Everpar Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.