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Granite Group Advisors’s American Electric Power AEP Stock Holding History

Granite Group 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 		$3.02M Buy
22,047
+963
+5% +$127K 1.79% 13
2026
Q1 		$2.8M Sell
21,084
-5,122
-20% -$641K 1.7% 15
2025
Q4 		$3.02M Sell
26,206
-395
-1% -$46.7K 1.71% 11
2025
Q3 		$2.99M Sell
26,601
-25
-0.1% -$2.73K 1.81% 6
2025
Q2 		$2.76M Sell
26,626
-90
-0.3% -$9.36K 1.66% 8
2025
Q1 		$2.92M Sell
26,716
-317
-1% -$32.1K 2.03% 4
2024
Q4 		$2.49M Sell
27,033
-621
-2% -$60.1K 1.59% 11
2024
Q3 		$2.84M Sell
27,654
-349
-1% -$34.1K 1.82% 8
2024
Q2 		$2.46M Sell
28,003
-432
-2% -$37.8K 1.86% 8
2024
Q1 		$2.45M Sell
28,435
-205
-0.7% -$16.7K 1.65% 8
2023
Q4 		$2.4M Buy
+28,640
New +$2.22M 1.7% 7

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

Granite Group Advisors's AEP Position: Q2 2026 in Review

Granite Group Advisors increased its American Electric Power (AEP) stake by 4.6% in Q2 2026, buying an estimated $127K and bringing the position to 22,047 shares worth $3.02M. The position accounts for 1.79% of the portfolio, ranked #13.

Granite Group Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q4 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Granite Group Advisors held 22,047 shares of American Electric Power worth $3.02M as of Q2 2026.
  • Granite Group Advisors bought 963 American Electric Power shares in Q2 2026, an estimated $127K.
  • American Electric Power made up 1.79% of Granite Group Advisors's portfolio in Q2 2026, its #13 holding.
  • Granite Group Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • Granite Group Advisors's American Electric Power position peaked at $3.02M in Q4 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.