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HHM Wealth Advisors’s American Electric Power AEP Stock Holding History

HHM Wealth 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 		$34.1K Hold
249
– – ﹤0.01% 440
2026
Q1 		$32.6K Hold
249
– – ﹤0.01% 429
2025
Q4 		$28.7K Hold
249
– – ﹤0.01% 442
2025
Q3 		$28K Sell
249
-28
-10% -$3.06K ﹤0.01% 455
2025
Q2 		$28.7K Sell
277
-1
-0.4% -$104 ﹤0.01% 455
2025
Q1 		$30.4K Buy
278
+1
+0.4% +$101 ﹤0.01% 448
2024
Q4 		$25.5K Buy
277
+28
+11% +$2.71K ﹤0.01% 461
2024
Q3 		$25.5K Sell
249
-34
-12% -$3.32K ﹤0.01% 432
2024
Q2 		$24.8K Buy
283
+103
+57% +$9.01K ﹤0.01% 426
2024
Q1 		$15.5K Sell
180
-112
-38% -$9.11K ﹤0.01% 455
2023
Q4 		$23.7K Buy
292
+180
+161% +$14K ﹤0.01% 392
2023
Q3 		$8.43K Hold
112
– – ﹤0.01% 533
2023
Q2 		$9.43K Hold
112
– – ﹤0.01% 546
2023
Q1 		$10.2K Buy
+112
New +$10.2K ﹤0.01% 523

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

HHM Wealth Advisors's AEP Position: Q2 2026 in Review

HHM Wealth Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 249 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

HHM Wealth Advisors first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • HHM Wealth Advisors held 249 shares of American Electric Power worth $34.1K as of Q2 2026.
  • HHM Wealth Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #440 holding.
  • HHM Wealth Advisors first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.