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Fiduciary Alliance’s American Electric Power AEP Stock Holding History

Fiduciary Alliance’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 		$692K Sell
5,057
-6
-0.1% -$790 0.05% 319
2026
Q1 		$680K Buy
5,063
+7
+0.1% +$876 0.04% 320
2025
Q4 		$583K Buy
5,056
+82
+2% +$9.68K 0.04% 322
2025
Q3 		$560K Sell
4,974
-189
-4% -$20.7K 0.04% 326
2025
Q2 		$536K Buy
+5,163
New +$537K 0.04% 318
2023
Q3 		– Sell
-100
Closed -$8.42K – 186
2023
Q2 		$8.42K Buy
+100
New +$8.83K ﹤0.01% 599

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

Fiduciary Alliance's AEP Position: Q2 2026 in Review

Fiduciary Alliance reduced its American Electric Power (AEP) stake by 0.12% in Q2 2026, selling an estimated $790 and leaving 5,057 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #319.

Fiduciary Alliance first reported a position in AEP in Q2 2023 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fiduciary Alliance held 5,057 shares of American Electric Power worth $692K as of Q2 2026.
  • Fiduciary Alliance sold 6 American Electric Power shares in Q2 2026, an estimated $790.
  • American Electric Power made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #319 holding.
  • Fiduciary Alliance first reported a position in American Electric Power in Q2 2023 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.