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Investment Advisory Services’s American Electric Power AEP Stock Holding History

Investment Advisory Services’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 		$393K Buy
2,873
+69
+2% +$9.09K 0.11% 87
2026
Q1 		$368K Buy
2,804
+106
+4% +$13.3K 0.12% 87
2025
Q4 		$311K Buy
2,698
+229
+9% +$27K 0.1% 91
2025
Q3 		$278K Sell
2,469
-214
-8% -$23.4K 0.09% 101
2025
Q2 		$278K Buy
2,683
+264
+11% +$27.5K 0.09% 101
2025
Q1 		$264K Buy
2,419
+6
+0.2% +$608 0.1% 101
2024
Q4 		$223K Buy
2,413
+198
+9% +$19.2K 0.08% 110
2024
Q3 		$227K Buy
+2,215
New +$216K 0.08% 112

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

Investment Advisory Services's AEP Position: Q2 2026 in Review

Investment Advisory Services increased its American Electric Power (AEP) stake by 2.5% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,873 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #87.

Investment Advisory Services first reported a position in AEP in Q3 2024 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Investment Advisory Services held 2,873 shares of American Electric Power worth $393K as of Q2 2026.
  • Investment Advisory Services bought 69 American Electric Power shares in Q2 2026, an estimated $9.09K.
  • American Electric Power made up 0.11% of Investment Advisory Services's portfolio in Q2 2026, its #87 holding.
  • Investment Advisory Services first reported a position in American Electric Power in Q3 2024 and has held it in 8 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.