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

Fiduciary 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 		$469K Sell
3,428
-18
-0.5% -$2.37K 0.05% 210
2026
Q1 		$452K Sell
3,446
-167
-5% -$20.9K 0.06% 194
2025
Q4 		$417K Buy
3,613
+58
+2% +$6.85K 0.06% 200
2025
Q3 		$400K Sell
3,555
-44
-1% -$4.81K 0.06% 193
2025
Q2 		$376K Buy
3,599
+94
+3% +$9.78K 0.07% 178
2025
Q1 		$362K Buy
3,505
+23
+0.7% +$2.33K 0.08% 153
2024
Q4 		$326K Buy
+3,482
New +$337K 0.07% 171

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

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

Fiduciary Financial Group reduced its American Electric Power (AEP) stake by 0.52% in Q2 2026, selling an estimated $2.37K and leaving 3,428 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #210.

Fiduciary Financial Group 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.

  • Fiduciary Financial Group held 3,428 shares of American Electric Power worth $469K as of Q2 2026.
  • Fiduciary Financial Group sold 18 American Electric Power shares in Q2 2026, an estimated $2.37K.
  • American Electric Power made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #210 holding.
  • Fiduciary Financial Group 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 Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.