FSAG
AEP icon

Financial Solutions Advisory Group’s American Electric Power AEP Stock Holding History

Financial Solutions Advisory 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 		$243K Sell
1,815
-126
-6% -$16.6K 0.03% 168
2026
Q1 		$254K Buy
+1,941
New +$243K 0.04% 157

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 Solutions Advisory Group's AEP Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its American Electric Power (AEP) stake by 6.5% in Q2 2026, selling an estimated $16.6K and leaving 1,815 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #168.

Financial Solutions Advisory Group first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 538 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Financial Solutions Advisory Group held 1,815 shares of American Electric Power worth $243K as of Q2 2026.
  • Financial Solutions Advisory Group sold 126 American Electric Power shares in Q2 2026, an estimated $16.6K.
  • American Electric Power made up 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #168 holding.
  • Financial Solutions Advisory Group first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's American Electric Power position peaked at $254K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.