HZ
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Hixon Zuercher’s American Electric Power AEP Stock Holding History

Hixon Zuercher’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 		$2.08M Sell
15,223
-107
-0.7% -$14.1K 0.61% 55
2026
Q1 		$2.01M Buy
15,330
+29
+0.2% +$3.63K 0.63% 59
2025
Q4 		$1.76M Sell
15,301
-271
-2% -$32K 0.53% 60
2025
Q3 		$1.75M Buy
15,572
+185
+1% +$20.2K 0.53% 57
2025
Q2 		$1.6M Buy
15,387
+213
+1% +$22.2K 0.52% 60
2025
Q1 		$1.66M Buy
15,174
+341
+2% +$34.5K 0.58% 57
2024
Q4 		$1.37M Buy
14,833
+1,143
+8% +$111K 0.53% 61
2024
Q3 		$1.4M Buy
+13,690
New +$1.34M 0.55% 58
2021
Q1 		– Sell
-11,838
Closed -$986K – 57
2020
Q4 		$986K Sell
11,838
-165
-1% -$14.3K 0.69% 40
2020
Q3 		$981K Buy
12,003
+296
+3% +$24.4K 0.75% 39
2020
Q2 		$932K Buy
11,707
+347
+3% +$28.3K 0.8% 39
2020
Q1 		$909K Sell
11,360
-5,331
-32% -$504K 1.31% 23
2019
Q4 		$1.58M Buy
+16,691
New +$1.54M 1.5% 30

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

Hixon Zuercher's AEP Position: Q2 2026 in Review

Hixon Zuercher reduced its American Electric Power (AEP) stake by 0.7% in Q2 2026, selling an estimated $14.1K and leaving 15,223 shares worth $2.08M. The position accounts for 0.61% of the portfolio, ranked #55.

Hixon Zuercher first reported a position in AEP in Q4 2019 and has held it in 13 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Hixon Zuercher held 15,223 shares of American Electric Power worth $2.08M as of Q2 2026.
  • Hixon Zuercher sold 107 American Electric Power shares in Q2 2026, an estimated $14.1K.
  • American Electric Power made up 0.61% of Hixon Zuercher's portfolio in Q2 2026, its #55 holding.
  • Hixon Zuercher first reported a position in American Electric Power in Q4 2019 and has held it in 13 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.