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

HMV 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 		$279K Hold
2,042
– – 0.11% 76
2026
Q1 		$268K Buy
+2,042
New +$255K 0.13% 74
2025
Q2 		– Sell
-5,820
Closed -$636K – 80
2025
Q1 		$636K Sell
5,820
-3,505
-38% -$355K 0.5% 45
2024
Q4 		$860K Buy
+9,325
New +$902K 0.86% 32

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

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

HMV Wealth Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 2,042 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #76.

HMV Wealth Advisors first reported a position in AEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $860K in Q4 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • HMV Wealth Advisors held 2,042 shares of American Electric Power worth $279K as of Q2 2026.
  • HMV Wealth Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.11% of HMV Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • HMV Wealth Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 4 quarters since.
  • HMV Wealth Advisors's American Electric Power position peaked at $860K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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