HBW Advisory Services’s American Electric Power AEP Stock Holding History

HBW Advisory Services’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	$3.03M	Buy	22,172 +5,177	+30%	+$682K	0.27%	82
2026 Q1	$2.23M	Buy	16,995 +479	+3%	+$59.9K	0.23%	100
2025 Q4	$1.9M	Sell	16,516 -9,045	-35%	-$1.07M	0.21%	112
2025 Q3	$2.88M	Sell	25,561 -621	-2%	-$67.9K	0.32%	79
2025 Q2	$2.72M	Sell	26,182 -2,513	-9%	-$261K	0.33%	75
2025 Q1	$3.14M	Buy	28,695 +1,157	+4%	+$117K	0.45%	55
2024 Q4	$1.91M	Buy	27,538 +304	+1%	+$29.4K	0.2%	92
2024 Q3	$2.79M	Sell	27,234 -2,533	-9%	-$247K	0.41%	65
2024 Q2	$2.61M	Buy	29,767 +7,596	+34%	+$664K	0.43%	75
2024 Q1	$1.8M	Hold	22,171	–	–	0.34%	92
2023 Q4	$1.8M	Buy	22,171 +1,686	+8%	+$131K	0.34%	92
2023 Q3	$1.54M	Buy	+20,485	New	+$1.67M	0.32%	96

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

HBW Advisory Services's AEP Position: Q2 2026 in Review

HBW Advisory Services increased its American Electric Power (AEP) stake by 30% in Q2 2026, buying an estimated $682K and bringing the position to 22,172 shares worth $3.03M. The position accounts for 0.27% of the portfolio, ranked #82.

HBW Advisory Services first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q1 2025. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

HBW Advisory Services held 22,172 shares of American Electric Power worth $3.03M as of Q2 2026.
HBW Advisory Services bought 5,177 American Electric Power shares in Q2 2026, an estimated $682K.
American Electric Power made up 0.27% of HBW Advisory Services's portfolio in Q2 2026, its #82 holding.
HBW Advisory Services first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
HBW Advisory Services's American Electric Power position peaked at $3.14M in Q1 2025.
673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.