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Global Wealth Strategies & Associates’s American Electric Power AEP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-36
Closed -$4.72K – 106
2026
Q1 		$4.72K Hold
36
– – ﹤0.01% 365
2025
Q4 		$4.15K Hold
36
– – ﹤0.01% 380
2025
Q3 		$4.05K Buy
+36
New +$3.94K ﹤0.01% 350

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

Global Wealth Strategies & Associates's AEP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 36 shares — an estimated $4.72K sold.

Global Wealth Strategies & Associates first reported a position in AEP in Q3 2025 and held it in 3 quarters. The position peaked at $4.72K in Q1 2026. 611 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 36 American Electric Power shares in Q2 2026, an estimated $4.72K.
  • Global Wealth Strategies & Associates first reported a position in American Electric Power in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's American Electric Power position peaked at $4.72K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.