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

IVC 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 		$341K Sell
2,493
-37
-1% -$4.87K 0.13% 125
2026
Q1 		$332K Buy
2,530
+192
+8% +$24K 0.14% 119
2025
Q4 		$270K Buy
2,338
+46
+2% +$5.43K 0.12% 145
2025
Q3 		$258K Buy
+2,292
New +$251K 0.12% 151

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

IVC Wealth Advisors reduced its American Electric Power (AEP) stake by 1.5% in Q2 2026, selling an estimated $4.87K and leaving 2,493 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #125.

IVC Wealth Advisors first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • IVC Wealth Advisors held 2,493 shares of American Electric Power worth $341K as of Q2 2026.
  • IVC Wealth Advisors sold 37 American Electric Power shares in Q2 2026, an estimated $4.87K.
  • American Electric Power made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • IVC Wealth Advisors first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.