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J.W. Cole Advisors’s American Electric Power AEP Stock Holding History

J.W. Cole 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 		$5.37M Buy
39,242
+661
+2% +$87.1K 0.09% 230
2026
Q1 		$5.06M Sell
38,581
-25
-0.1% -$3.13K 0.17% 115
2025
Q4 		$4.02M Sell
38,606
-3,065
-7% -$362K 0.1% 209
2025
Q3 		$4.69M Buy
41,671
+1,032
+3% +$113K 0.09% 223
2025
Q2 		$4.22M Buy
40,639
+5,083
+14% +$529K 0.09% 217
2025
Q1 		$3.89M Buy
35,556
+17,671
+99% +$1.79M 0.12% 175
2024
Q4 		$1.65M Sell
17,885
-44
-0.2% -$4.26K 0.07% 284
2024
Q3 		$1.84M Buy
17,929
+1,079
+6% +$105K 0.08% 258
2024
Q2 		$1.48M Buy
16,850
+533
+3% +$46.6K 0.07% 270
2024
Q1 		$1.4M Buy
16,317
+1,158
+8% +$94.1K 0.07% 268
2023
Q4 		$1.23M Sell
15,159
-193
-1% -$15K 0.07% 273
2023
Q3 		$1.15M Buy
15,352
+857
+6% +$69.7K 0.09% 234
2023
Q2 		$1.22M Sell
14,495
-944
-6% -$83.4K 0.09% 234
2023
Q1 		$1.4M Buy
15,439
+1,882
+14% +$172K 0.1% 227
2022
Q4 		$1.29M Sell
13,557
-908
-6% -$82.7K 0.1% 224
2022
Q3 		$1.25M Sell
14,465
-1,056
-7% -$104K 0.1% 218
2022
Q2 		$1.49M Buy
15,521
+386
+3% +$38.3K 0.12% 199
2022
Q1 		$1.51M Sell
15,135
-592
-4% -$54.1K 0.1% 220
2021
Q4 		$1.4M Sell
15,727
-196
-1% -$16.5K 0.09% 235
2021
Q3 		$1.29M Buy
15,923
+2,296
+17% +$200K 0.09% 140
2021
Q2 		$1.15M Sell
13,627
-433
-3% -$37.3K 0.09% 253
2021
Q1 		$1.19M Buy
14,060
+537
+4% +$43.3K 0.11% 215
2020
Q4 		$1.13M Sell
13,523
-4,362
-24% -$379K 0.12% 208
2020
Q3 		$1.46M Buy
17,885
+2,922
+20% +$241K 0.11% 196
2020
Q2 		$1.19M Buy
14,963
+11,537
+337% +$942K 0.18% 142
2020
Q1 		$274K Sell
3,426
-11,909
-78% -$1.13M 0.53% 56
2019
Q4 		$1.45M Buy
+15,335
New +$1.42M 0.18% 142

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

J.W. Cole Advisors's AEP Position: Q2 2026 in Review

J.W. Cole Advisors increased its American Electric Power (AEP) stake by 1.7% in Q2 2026, buying an estimated $87.1K and bringing the position to 39,242 shares worth $5.37M. The position accounts for 0.09% of the portfolio, ranked #230.

J.W. Cole Advisors first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • J.W. Cole Advisors held 39,242 shares of American Electric Power worth $5.37M as of Q2 2026.
  • J.W. Cole Advisors bought 661 American Electric Power shares in Q2 2026, an estimated $87.1K.
  • American Electric Power made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #230 holding.
  • J.W. Cole Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.