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Golden State Wealth Management’s American Electric Power AEP Stock Holding History

Golden State Wealth Management’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 		$1.62M Buy
11,834
+81
+0.7% +$10.7K 0.15% 139
2026
Q1 		$1.54M Buy
11,753
+270
+2% +$33.8K 0.17% 124
2025
Q4 		$1.32M Buy
11,483
+242
+2% +$28.6K 0.14% 126
2025
Q3 		$1.26M Buy
11,241
+101
+0.9% +$11.1K 0.14% 123
2025
Q2 		$1.16M Buy
11,140
+189
+2% +$19.7K 0.14% 128
2025
Q1 		$1.2M Buy
10,951
+1,715
+19% +$174K 0.18% 105
2024
Q4 		$852K Buy
+9,236
New +$894K 0.13% 134
2022
Q1 		$716K Sell
7,181
-283
-4% -$25.9K 0.14% 139
2021
Q4 		$664K Buy
7,464
+283
+4% +$23.9K 0.11% 172
2021
Q3 		$583K Hold
7,181
– – 0.13% 147
2021
Q2 		$607K Hold
7,181
– – 0.13% 144
2021
Q1 		$608K Sell
7,181
-791
-10% -$63.8K 0.2% 85
2020
Q4 		$664K Buy
7,972
+391
+5% +$33.9K 0.19% 103
2020
Q3 		$620K Sell
7,581
-451
-6% -$37.1K 0.21% 78
2020
Q2 		$640K Buy
8,032
+451
+6% +$36.8K 0.21% 85
2020
Q1 		$606K Buy
+7,581
New +$717K 0.27% 65
2019
Q4 		– Sell
-1,609
Closed -$151K – 77
2019
Q3 		$151K Sell
1,609
-1,118
-41% -$102K 0.05% 240
2019
Q2 		$240K Sell
2,727
-21
-0.8% -$1.81K 0.08% 199
2019
Q1 		$230K Buy
+2,748
New +$219K 0.08% 209

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

Golden State Wealth Management's AEP Position: Q2 2026 in Review

Golden State Wealth Management increased its American Electric Power (AEP) stake by 0.69% in Q2 2026, buying an estimated $10.7K and bringing the position to 11,834 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #139.

Golden State Wealth Management first reported a position in AEP in Q1 2019 and has held it in 19 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Golden State Wealth Management held 11,834 shares of American Electric Power worth $1.62M as of Q2 2026.
  • Golden State Wealth Management bought 81 American Electric Power shares in Q2 2026, an estimated $10.7K.
  • American Electric Power made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Golden State Wealth Management first reported a position in American Electric Power in Q1 2019 and has held it in 19 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.