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Financial Perspectives’s American Electric Power AEP Stock Holding History

Financial Perspectives’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 		$16.3K Sell
119
-18
-13% -$2.37K ﹤0.01% 485
2026
Q1 		$18K Hold
137
– – 0.01% 453
2025
Q4 		$15.8K Hold
137
– – ﹤0.01% 469
2025
Q3 		$15.4K Sell
137
-35
-20% -$3.83K ﹤0.01% 463
2025
Q2 		$17.8K Hold
172
– – 0.01% 436
2025
Q1 		$18.8K Sell
172
-199
-54% -$20.2K 0.01% 421
2024
Q4 		$34.2K Buy
371
+22
+6% +$2.13K 0.01% 340
2024
Q3 		$35.8K Hold
349
– – 0.01% 313
2024
Q2 		$30.6K Hold
349
– – 0.01% 323
2024
Q1 		$30K Hold
349
– – 0.01% 331
2023
Q4 		$28.3K Hold
349
– – 0.01% 339
2023
Q3 		$26.3K Hold
349
– – 0.01% 328
2023
Q2 		$29.4K Hold
349
– – 0.01% 323
2023
Q1 		$31.8K Hold
349
– – 0.02% 309
2022
Q4 		$33.1K Hold
349
– – 0.02% 302
2022
Q3 		$30.2K Hold
349
– – 0.02% 291
2022
Q2 		$33.5K Hold
349
– – 0.02% 281
2022
Q1 		$34.8K Hold
349
– – 0.02% 297
2021
Q4 		$31.1K Hold
349
– – 0.01% 300
2021
Q3 		$28.3K Hold
349
– – 0.01% 313
2021
Q2 		$29.5K Sell
349
-29,211
-99% -$2.52M 0.01% 330
2021
Q1 		$349K Buy
29,560
+29,211
+8,370% +$2.35M 0.02% 335
2020
Q4 		$29.1K Buy
349
+150
+75% +$13K 0.02% 286
2020
Q3 		$16.3K Hold
199
– – 0.01% 316
2020
Q2 		$15.8K Hold
199
– – 0.01% 308
2020
Q1 		$15.9K Hold
199
– – 0.01% 267
2019
Q4 		$18.8K Buy
+199
New +$18.4K 0.01% 266

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 Perspectives's AEP Position: Q2 2026 in Review

Financial Perspectives reduced its American Electric Power (AEP) stake by 13% in Q2 2026, selling an estimated $2.37K and leaving 119 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Financial Perspectives first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $349K in Q1 2021. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Financial Perspectives held 119 shares of American Electric Power worth $16.3K as of Q2 2026.
  • Financial Perspectives sold 18 American Electric Power shares in Q2 2026, an estimated $2.37K.
  • American Electric Power made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #485 holding.
  • Financial Perspectives first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's American Electric Power position peaked at $349K in Q1 2021.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.