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Holos Integrated Wealth’s American Electric Power AEP Stock Holding History

Holos Integrated Wealth’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 		$13.8K Hold
100
– – 0.01% 241
2026
Q1 		$13.3K Hold
100
– – 0.01% 238
2025
Q4 		$11.6K Hold
100
– – 0.01% 197
2025
Q3 		$11.7K Hold
100
– – 0.01% 186
2025
Q2 		$11.3K Hold
100
– – 0.01% 187
2025
Q1 		$10.9K Sell
100
-500
-83% -$50.6K 0.01% 192
2024
Q4 		$55.3K Buy
+600
New +$58.1K 0.04% 107

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

Holos Integrated Wealth's AEP Position: Q2 2026 in Review

Holos Integrated Wealth held its American Electric Power (AEP) position steady in Q2 2026 at 100 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #241.

Holos Integrated Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.3K in Q4 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Holos Integrated Wealth held 100 shares of American Electric Power worth $13.8K as of Q2 2026.
  • Holos Integrated Wealth left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #241 holding.
  • Holos Integrated Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's American Electric Power position peaked at $55.3K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.