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Gradient Investments’s American Electric Power AEP Stock Holding History

Gradient Investments’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 		$16.6M Buy
121,230
+977
+0.8% +$129K 0.23% 129
2026
Q1 		$15.8M Buy
120,253
+1,351
+1% +$169K 0.24% 122
2025
Q4 		$13.7M Sell
118,902
-13,625
-10% -$1.61M 0.22% 139
2025
Q3 		$14.9M Buy
132,527
+129,315
+4,026% +$14.1M 0.25% 117
2025
Q2 		$333K Buy
3,212
+1,219
+61% +$127K 0.01% 315
2025
Q1 		$218K Buy
+1,993
New +$202K ﹤0.01% 304
2024
Q4 		– Sell
-2,033
Closed -$209K – 299
2024
Q3 		$209K Sell
2,033
-855
-30% -$83.4K ﹤0.01% 291
2024
Q2 		$253K Buy
2,888
+917
+47% +$80.2K 0.01% 289
2024
Q1 		$170K Sell
1,971
-3,284
-62% -$267K ﹤0.01% 307
2023
Q4 		$427K Buy
5,255
+344
+7% +$26.7K 0.01% 275
2023
Q3 		$369K Hold
4,911
– – 0.01% 257
2023
Q2 		$414K Sell
4,911
-35
-0.7% -$3.09K 0.01% 252
2023
Q1 		$450K Sell
4,946
-239
-5% -$21.9K 0.01% 234
2022
Q4 		$492K Buy
5,185
+1
+0% +$91 0.02% 225
2022
Q3 		$448K Buy
5,184
+1,776
+52% +$176K 0.01% 217
2022
Q2 		$327K Buy
3,408
+50
+1% +$4.96K 0.01% 258
2022
Q1 		$335K Buy
3,358
+49
+1% +$4.48K 0.01% 251
2021
Q4 		$294K Buy
3,309
+999
+43% +$84.3K 0.01% 252
2021
Q3 		$188K Buy
2,310
+77
+3% +$6.72K 0.01% 287
2021
Q2 		$189K Sell
2,233
-44
-2% -$3.79K 0.01% 292
2021
Q1 		$193K Sell
2,277
-181
-7% -$14.6K 0.01% 291
2020
Q4 		$201K Hold
2,458
– – 0.01% 250
2020
Q3 		$201K Hold
2,458
– – 0.01% 250
2020
Q2 		$196K Sell
2,458
-274
-10% -$22.4K 0.01% 245
2020
Q1 		$219K Sell
2,732
-13
-0.5% -$1.23K 0.01% 228
2019
Q4 		$259K Sell
2,745
-45
-2% -$4.16K 0.01% 242
2019
Q3 		$261K Buy
2,790
+308
+12% +$28K 0.01% 245
2019
Q2 		$218K Buy
2,482
+700
+39% +$60.3K 0.01% 255
2019
Q1 		$149K Sell
1,782
-700
-28% -$55.7K 0.01% 263
2018
Q4 		$186K Sell
2,482
-127
-5% -$9.53K 0.01% 232
2018
Q3 		$185K Sell
2,609
-50
-2% -$3.56K 0.01% 239
2018
Q2 		$184K Buy
2,659
+228
+9% +$15.4K 0.01% 234
2018
Q1 		$167K Buy
2,431
+158
+7% +$10.6K 0.01% 237
2017
Q4 		$167K Buy
+2,273
New +$170K 0.01% 251
2017
Q3 		– Sell
-2,171
Closed -$151K – 239
2017
Q2 		$151K Buy
2,171
+642
+42% +$44.6K 0.01% 235
2017
Q1 		$103K Sell
1,529
-296
-16% -$19.2K 0.01% 257
2016
Q4 		$115K Buy
1,825
+354
+24% +$21.8K 0.01% 207
2016
Q3 		$94K Sell
1,471
-12
-0.8% -$807 0.01% 215
2016
Q2 		$104K Sell
1,483
-368
-20% -$24.1K 0.01% 212
2016
Q1 		$123K Buy
1,851
+1,330
+255% +$82.3K 0.02% 202
2015
Q4 		$30K Sell
521
-141
-21% -$7.99K ﹤0.01% 290
2015
Q3 		$38K Buy
662
+141
+27% +$7.82K 0.01% 250
2015
Q2 		$28K Sell
521
-350
-40% -$19.4K ﹤0.01% 287
2015
Q1 		$49K Buy
871
+350
+67% +$20.8K 0.01% 247
2014
Q4 		$32K Hold
521
– – 0.01% 267
2014
Q3 		$27K Hold
521
– – ﹤0.01% 256
2014
Q2 		$29K Hold
521
– – 0.01% 257
2014
Q1 		$26K Hold
521
– – 0.01% 250
2013
Q4 		$24K Buy
+521
New +$24K 0.01% 282

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

Gradient Investments's AEP Position: Q2 2026 in Review

Gradient Investments increased its American Electric Power (AEP) stake by 0.81% in Q2 2026, buying an estimated $129K and bringing the position to 121,230 shares worth $16.6M. The position accounts for 0.23% of the portfolio, ranked #129.

Gradient Investments first reported a position in AEP in Q4 2013 and has held it in 49 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Gradient Investments held 121,230 shares of American Electric Power worth $16.6M as of Q2 2026.
  • Gradient Investments bought 977 American Electric Power shares in Q2 2026, an estimated $129K.
  • American Electric Power made up 0.23% of Gradient Investments's portfolio in Q2 2026, its #129 holding.
  • Gradient Investments first reported a position in American Electric Power in Q4 2013 and has held it in 49 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.