Focus Financial Network’s American Electric Power AEP Stock Holding History

Focus Financial Network’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	$646K	Buy	4,725 +298	+7%	+$39.3K	0.02%	432
2026 Q1	$580K	Sell	4,427 -576	-12%	-$72.1K	0.02%	425
2025 Q4	$577K	Sell	5,003 -10	-0.2%	-$1.18K	0.02%	419
2025 Q3	$564K	Sell	5,013 -80	-2%	-$8.75K	0.02%	419
2025 Q2	$528K	Buy	5,093 +248	+5%	+$25.8K	0.02%	420
2025 Q1	$529K	Buy	4,845 +3	+0.1%	+$304	0.02%	410
2024 Q4	$447K	Buy	4,842 +295	+6%	+$28.5K	0.02%	438
2024 Q3	$466K	Sell	4,547 -352	-7%	-$34.4K	0.02%	423
2024 Q2	$458K	Sell	4,899 -442	-8%	-$38.7K	0.02%	421
2024 Q1	$441K	Sell	5,341 -5,199	-49%	-$423K	0.02%	400
2023 Q4	$856K	Buy	10,540 +5,329	+102%	+$414K	0.03%	348
2023 Q3	$392K	Buy	5,211 +239	+5%	+$19.4K	0.02%	402
2023 Q2	$419K	Sell	4,972 -11	-0.2%	-$972	0.02%	401
2023 Q1	$453K	Sell	4,983 -38	-0.8%	-$3.48K	0.03%	372
2022 Q4	$477K	Sell	5,021 -403	-7%	-$36.7K	0.04%	293
2022 Q3	$469K	Sell	5,424 -107	-2%	-$10.6K	0.04%	291
2022 Q2	$531K	Buy	5,531 +344	+7%	+$34.1K	0.04%	275
2022 Q1	$518K	Sell	5,187 -546	-10%	-$49.9K	0.04%	300
2021 Q4	$510K	Buy	5,733 +1,345	+31%	+$113K	0.07%	219
2021 Q3	$356K	Hold	4,388	–	–	0.05%	315
2021 Q2	$371K	Sell	4,388 -5,828	-57%	-$502K	0.05%	310
2021 Q1	$865K	Buy	10,216 +3,675	+56%	+$296K	0.1%	174
2020 Q4	$545K	Sell	6,541 -257	-4%	-$22.3K	0.05%	258
2020 Q3	$556K	Buy	6,798 +101	+2%	+$8.32K	0.05%	249
2020 Q2	$533K	Buy	6,697 +89	+1%	+$7.26K	0.06%	236
2020 Q1	$529K	Buy	6,608 +842	+15%	+$79.6K	0.07%	212
2019 Q4	$545K	Buy	5,766 +17	+0.3%	+$1.57K	0.07%	233
2019 Q3	$539K	Buy	5,749 +146	+3%	+$13.3K	0.07%	216
2019 Q2	$493K	Buy	5,603 +517	+10%	+$44.6K	0.07%	216
2019 Q1	$426K	Buy	+5,086	New	+$404K	0.07%	225

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Focus Financial Network's AEP Position: Q2 2026 in Review

Focus Financial Network increased its American Electric Power (AEP) stake by 6.7% in Q2 2026, buying an estimated $39.3K and bringing the position to 4,725 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #432.

Focus Financial Network first reported a position in AEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $865K in Q1 2021. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Focus Financial Network held 4,725 shares of American Electric Power worth $646K as of Q2 2026.
Focus Financial Network bought 298 American Electric Power shares in Q2 2026, an estimated $39.3K.
American Electric Power made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #432 holding.
Focus Financial Network first reported a position in American Electric Power in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's American Electric Power position peaked at $865K in Q1 2021.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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