Franklin Street Advisors’s American Electric Power AEP Stock Holding History

Franklin Street Advisors’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	$669K	Buy	4,888 +95	+2%	+$12.5K	0.04%	104
2026 Q1	$628K	Buy	4,793 +33	+0.7%	+$4.13K	0.04%	99
2025 Q4	$549K	Buy	4,760 +250	+6%	+$29.5K	0.03%	104
2025 Q3	$507K	Sell	4,510 -1,000	-18%	-$109K	0.03%	104
2025 Q2	$572K	Sell	5,510 -110	-2%	-$11.4K	0.04%	106
2025 Q1	$614K	Sell	5,620 -65	-1%	-$6.58K	0.04%	102
2024 Q4	$524K	Hold	5,685	–	–	0.03%	105
2024 Q3	$583K	Buy	5,685 +70	+1%	+$6.83K	0.04%	100
2024 Q2	$493K	Buy	5,615 +725	+15%	+$63.4K	0.04%	107
2024 Q1	$421K	Sell	4,890 -1,400	-22%	-$114K	0.03%	111
2023 Q4	$511K	Hold	6,290	–	–	0.04%	98
2023 Q3	$473K	Sell	6,290 -1,100	-15%	-$89.5K	0.04%	98
2023 Q2	$622K	Hold	7,390	–	–	0.05%	89
2023 Q1	$672K	Hold	7,390	–	–	0.06%	89
2022 Q4	$702K	Sell	7,390 -598	-7%	-$54.4K	0.07%	89
2022 Q3	$691K	Hold	7,988	–	–	0.07%	89
2022 Q2	$766K	Buy	7,988 +598	+8%	+$59.3K	0.07%	90
2022 Q1	$737K	Sell	7,390 -17	-0.2%	-$1.55K	0.06%	94
2021 Q4	$659K	Sell	7,407 -213	-3%	-$18K	0.05%	100
2021 Q3	$619K	Buy	7,620 +213	+3%	+$18.6K	0.05%	100
2021 Q2	$627K	Hold	7,407	–	–	0.05%	101
2021 Q1	$627K	Sell	7,407 -381	-5%	-$30.7K	0.06%	99
2020 Q4	$649K	Hold	7,788	–	–	0.06%	93
2020 Q3	$637K	Buy	7,788 +9	+0.1%	+$741	0.07%	90
2020 Q2	$620K	Buy	7,779 +8	+0.1%	+$653	0.07%	89
2020 Q1	$622K	Hold	7,771	–	–	0.09%	86
2019 Q4	$734K	Hold	7,771	–	–	0.09%	89
2019 Q3	$728K	Hold	7,771	–	–	0.09%	87
2019 Q2	$684K	Sell	7,771 -41	-0.5%	-$3.53K	0.09%	89
2019 Q1	$654K	Buy	7,812 +2,541	+48%	+$202K	0.09%	90
2018 Q4	$394K	Hold	5,271	–	–	0.06%	105
2018 Q3	$374K	Sell	5,271 -381	-7%	-$27.1K	0.05%	117
2018 Q2	$391K	Hold	5,652	–	–	0.06%	113
2018 Q1	$388K	Buy	5,652 +762	+16%	+$51.3K	0.06%	111
2017 Q4	$360K	Hold	4,890	–	–	0.05%	129
2017 Q3	$343K	Hold	4,890	–	–	0.06%	117
2017 Q2	$340K	Hold	4,890	–	–	0.06%	114
2017 Q1	$328K	Hold	4,890	–	–	0.06%	127
2016 Q4	$308K	Hold	4,890	–	–	0.05%	146
2016 Q3	$314K	Sell	4,890 -260	-5%	-$17.5K	0.06%	150
2016 Q2	$361K	Hold	5,150	–	–	0.07%	146
2016 Q1	$342K	Hold	5,150	–	–	0.07%	164
2015 Q4	$300K	Hold	5,150	–	–	0.06%	172
2015 Q3	$293K	Hold	5,150	–	–	0.06%	184
2015 Q2	$273K	Hold	5,150	–	–	0.05%	192
2015 Q1	$290K	Buy	5,150 +210	+4%	+$12.5K	0.05%	179
2014 Q4	$300K	Hold	4,940	–	–	0.06%	167
2014 Q3	$258K	Buy	4,940 +50	+1%	+$2.64K	0.05%	204
2014 Q2	$273K	Hold	4,890	–	–	0.05%	198
2014 Q1	$248K	Hold	4,890	–	–	0.05%	207
2013 Q4	$229K	Hold	4,890	–	–	0.05%	214
2013 Q3	$212K	Hold	4,890	–	–	0.05%	218
2013 Q2	$219K	Buy	+4,890	New	+$235K	0.05%	223

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

Franklin Street Advisors's AEP Position: Q2 2026 in Review

Franklin Street Advisors increased its American Electric Power (AEP) stake by 2% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,888 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #104.

Franklin Street Advisors first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $766K in Q2 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Franklin Street Advisors held 4,888 shares of American Electric Power worth $669K as of Q2 2026.
Franklin Street Advisors bought 95 American Electric Power shares in Q2 2026, an estimated $12.5K.
American Electric Power made up 0.04% of Franklin Street Advisors's portfolio in Q2 2026, its #104 holding.
Franklin Street Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
Franklin Street Advisors's American Electric Power position peaked at $766K in Q2 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.