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Financial Management Professionals’s American Electric Power AEP Stock Holding History

Financial Management Professionals’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 		$31.1K Buy
227
+48
+27% +$6.32K ﹤0.01% 363
2026
Q1 		$23.5K Buy
179
+12
+7% +$1.5K ﹤0.01% 372
2025
Q4 		$19.3K Buy
167
+29
+21% +$3.42K ﹤0.01% 418
2025
Q3 		$15.5K Sell
138
-3
-2% -$328 ﹤0.01% 458
2025
Q2 		$14.6K Hold
141
– – ﹤0.01% 477
2025
Q1 		$15.4K Buy
141
+12
+9% +$1.22K ﹤0.01% 468
2024
Q4 		$11.9K Hold
129
– – ﹤0.01% 492
2024
Q3 		$13K Buy
129
+14
+12% +$1.37K ﹤0.01% 483
2024
Q2 		$10K Buy
115
+2
+2% +$175 ﹤0.01% 478
2024
Q1 		$10K Buy
113
+7
+7% +$569 ﹤0.01% 530
2023
Q4 		$9K Buy
106
+62
+141% +$4.81K ﹤0.01% 544
2023
Q3 		$3K Sell
44
-17
-28% -$1.38K ﹤0.01% 647
2023
Q2 		$5K Sell
61
-80
-57% -$7.07K ﹤0.01% 642
2023
Q1 		$13K Buy
141
+51
+57% +$4.67K ﹤0.01% 508
2022
Q4 		$9K Hold
90
– – ﹤0.01% 516
2022
Q3 		$8K Sell
90
-27
-23% -$2.67K ﹤0.01% 520
2022
Q2 		$11K Buy
117
+51
+77% +$5.05K ﹤0.01% 472
2022
Q1 		$7K Buy
66
+51
+340% +$4.66K ﹤0.01% 578
2021
Q4 		$1K Hold
15
– – ﹤0.01% 774
2021
Q3 		$1K Hold
15
– – ﹤0.01% 766
2021
Q2 		$1K Sell
15
-369
-96% -$31.8K ﹤0.01% 728
2021
Q1 		$33K Sell
384
-6
-2% -$484 0.01% 241
2020
Q4 		$32K Hold
390
– – 0.01% 244
2020
Q3 		$32K Sell
390
-2,689
-87% -$222K 0.01% 246
2020
Q2 		$245K Buy
3,079
+6
+0.2% +$490 0.08% 49
2020
Q1 		$246K Hold
3,073
– – 0.1% 38
2019
Q4 		$290K Hold
3,073
– – 0.1% 42
2019
Q3 		$288K Buy
+3,073
New +$279K 0.11% 40
2017
Q1 		– Sell
-264
Closed -$16K – 275
2016
Q4 		$16K Hold
264
– – 0.01% 133
2016
Q3 		$16K Hold
264
– – 0.01% 145
2016
Q2 		$18K Hold
264
– – 0.01% 147
2016
Q1 		$18K Hold
264
– – 0.01% 110
2015
Q4 		$15K Hold
264
– – 0.01% 121
2015
Q3 		$15K Hold
264
– – 0.01% 138
2015
Q2 		$13K Hold
264
– – 0.01% 153
2015
Q1 		$15K Hold
264
– – 0.01% 148
2014
Q4 		$16K Hold
264
– – 0.01% 160
2014
Q3 		$13K Hold
264
– – 0.01% 156
2014
Q2 		$14K Hold
264
– – 0.01% 155
2014
Q1 		$13K Hold
264
– – 0.01% 156
2013
Q4 		$12K Hold
264
– – 0.01% 160
2013
Q3 		$11K Buy
+264
New +$11.7K 0.01% 167

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

Financial Management Professionals's AEP Position: Q2 2026 in Review

Financial Management Professionals increased its American Electric Power (AEP) stake by 27% in Q2 2026, buying an estimated $6.32K and bringing the position to 227 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Financial Management Professionals first reported a position in AEP in Q3 2013 and has held it in 42 quarters since. The position peaked at $290K in Q4 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Financial Management Professionals held 227 shares of American Electric Power worth $31.1K as of Q2 2026.
  • Financial Management Professionals bought 48 American Electric Power shares in Q2 2026, an estimated $6.32K.
  • American Electric Power made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #363 holding.
  • Financial Management Professionals first reported a position in American Electric Power in Q3 2013 and has held it in 42 quarters since.
  • Financial Management Professionals's American Electric Power position peaked at $290K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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