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Intrua Financial’s American Electric Power AEP Stock Holding History

Intrua Financial’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 		$525K Sell
3,834
-585
-13% -$77.1K 0.05% 276
2026
Q1 		$579K Sell
4,419
-677
-13% -$84.7K 0.06% 235
2025
Q4 		$588K Sell
5,096
-375
-7% -$44.3K 0.06% 230
2025
Q3 		$615K Buy
5,471
+359
+7% +$39.3K 0.07% 216
2025
Q2 		$530K Buy
5,112
+103
+2% +$10.7K 0.07% 196
2025
Q1 		$547K Buy
5,009
+667
+15% +$67.6K 0.08% 182
2024
Q4 		$400K Sell
4,342
-372
-8% -$36K 0.06% 233
2024
Q3 		$484K Sell
4,714
-4,211
-47% -$411K 0.07% 225
2024
Q2 		$783K Sell
8,925
-777
-8% -$68K 0.12% 155
2024
Q1 		$835K Buy
9,702
+617
+7% +$50.2K 0.12% 161
2023
Q4 		$738K Buy
9,085
+2,389
+36% +$185K 0.11% 169
2023
Q3 		$504K Buy
6,696
+2,016
+43% +$164K 0.09% 190
2023
Q2 		$394K Buy
4,680
+2,049
+78% +$181K 0.07% 232
2023
Q1 		$241K Buy
+2,631
New +$241K 0.05% 288
2022
Q3 		– Sell
-9,773
Closed -$938K – 297
2022
Q2 		$938K Sell
9,773
-174
-2% -$17.2K 0.2% 114
2022
Q1 		$992K Sell
9,947
-19
-0.2% -$1.74K 0.18% 120
2021
Q4 		$887K Buy
9,966
+152
+2% +$12.8K 0.16% 135
2021
Q3 		$827K Buy
9,814
+1,756
+22% +$153K 0.15% 143
2021
Q2 		$719K Buy
8,058
+420
+5% +$36.2K 0.17% 128
2021
Q1 		$666K Buy
7,638
+2,054
+37% +$166K 0.17% 128
2020
Q4 		$465K Buy
5,584
+386
+7% +$33.5K 0.21% 100
2020
Q3 		$467K Sell
5,198
-390
-7% -$32.1K 0.23% 95
2020
Q2 		$467K Buy
+5,588
New +$456K 0.18% 115

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

Intrua Financial's AEP Position: Q2 2026 in Review

Intrua Financial reduced its American Electric Power (AEP) stake by 13% in Q2 2026, selling an estimated $77.1K and leaving 3,834 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #276.

Intrua Financial first reported a position in AEP in Q2 2020 and has held it in 23 quarters since. The position peaked at $992K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Intrua Financial held 3,834 shares of American Electric Power worth $525K as of Q2 2026.
  • Intrua Financial sold 585 American Electric Power shares in Q2 2026, an estimated $77.1K.
  • American Electric Power made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #276 holding.
  • Intrua Financial first reported a position in American Electric Power in Q2 2020 and has held it in 23 quarters since.
  • Intrua Financial's American Electric Power position peaked at $992K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.