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Halbert Hargrove Global Advisors’s American Electric Power AEP Stock Holding History

Halbert Hargrove Global 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 		$2.25K Buy
+16
New +$2.11K ﹤0.01% 380
2025
Q2 		– Sell
-37
Closed -$4.04K – 319
2025
Q1 		$4.04K Buy
+37
New +$3.75K ﹤0.01% 332
2014
Q4 		– Sell
-179
Closed -$1.67M – 139
2014
Q3 		$1.67M Buy
+179
New +$9.46K 0.46% 13

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Halbert Hargrove Global Advisors's AEP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 16 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AEP as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in AEP in Q3 2014 and has held it in 3 quarters since. The position peaked at $1.67M in Q3 2014. 469 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Halbert Hargrove Global Advisors held 16 shares of American Electric Power worth $2.25K as of Q2 2026.
  • American Electric Power was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • American Electric Power made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #380 holding.
  • Halbert Hargrove Global Advisors first reported a position in American Electric Power in Q3 2014 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's American Electric Power position peaked at $1.67M in Q3 2014.
  • 469 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.