IWA
AEP icon

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

Inspirion 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 		$262K Hold
1,937
– – 0.03% 153
2026
Q1 		$254K Hold
1,937
– – 0.03% 141
2025
Q4 		$223K Buy
+1,937
New +$229K 0.03% 154
2025
Q3 		– Sell
-1,937
Closed -$201K – 151
2025
Q2 		$201K Hold
1,937
– – 0.03% 148
2025
Q1 		$212K Buy
+1,937
New +$196K 0.03% 143

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

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

Inspirion Wealth Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 1,937 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #153.

Inspirion Wealth Advisors first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Inspirion Wealth Advisors held 1,937 shares of American Electric Power worth $262K as of Q2 2026.
  • Inspirion Wealth Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Inspirion Wealth Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.