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HF Advisory Group’s American Electric Power AEP Stock Holding History

HF Advisory Group’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 		$598K Sell
4,371
-77
-2% -$10.1K 0.18% 125
2026
Q1 		$583K Buy
4,448
+72
+2% +$9.01K 0.2% 120
2025
Q4 		$505K Sell
4,376
-32
-0.7% -$3.78K 0.18% 130
2025
Q3 		$496K Buy
4,408
+40
+0.9% +$4.38K 0.18% 131
2025
Q2 		$453K Sell
4,368
-211
-5% -$22K 0.18% 130
2025
Q1 		$500K Buy
4,579
+114
+3% +$11.5K 0.22% 125
2024
Q4 		$412K Buy
4,465
+41
+0.9% +$3.97K 0.19% 124
2024
Q3 		$454K Sell
4,424
-111
-2% -$10.8K 0.21% 127
2024
Q2 		$398K Buy
4,535
+113
+3% +$9.88K 0.21% 127
2024
Q1 		$381K Buy
4,422
+302
+7% +$24.6K 0.21% 127
2023
Q4 		$335K Buy
4,120
+324
+9% +$25.1K 0.21% 125
2023
Q3 		$286K Buy
3,796
+206
+6% +$16.8K 0.21% 126
2023
Q2 		$302K Buy
3,590
+276
+8% +$24.4K 0.24% 115
2023
Q1 		$302K Buy
3,314
+372
+13% +$34K 0.27% 105
2022
Q4 		$279K Buy
+2,942
New +$268K 0.28% 108

Other funds holding AEP

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HF Advisory Group's AEP Position: Q2 2026 in Review

HF Advisory Group reduced its American Electric Power (AEP) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 4,371 shares worth $598K. The position accounts for 0.18% of the portfolio, ranked #125.

HF Advisory Group first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 535 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • HF Advisory Group held 4,371 shares of American Electric Power worth $598K as of Q2 2026.
  • HF Advisory Group sold 77 American Electric Power shares in Q2 2026, an estimated $10.1K.
  • American Electric Power made up 0.18% of HF Advisory Group's portfolio in Q2 2026, its #125 holding.
  • HF Advisory Group first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 535 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.