J2 Capital Management’s American Electric Power AEP Stock Holding History

J2 Capital Management’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	$543K	Sell	3,967 -132	-3%	-$17.4K	0.36%	70
2026 Q1	$537K	Buy	4,099 +79	+2%	+$9.88K	0.37%	72
2025 Q4	$464K	Sell	4,020 -105	-3%	-$12.4K	0.34%	79
2025 Q3	$464K	Sell	4,125 -93	-2%	-$10.2K	0.35%	78
2025 Q2	$438K	Buy	4,218 +46	+1%	+$4.79K	0.35%	71
2025 Q1	$456K	Sell	4,172 -376	-8%	-$38.1K	0.42%	45
2024 Q4	$419K	Buy	+4,548	New	+$440K	0.39%	65
2023 Q3	$308K	Sell	4,090 -90	-2%	-$7.32K	0.39%	76
2023 Q2	$352K	Buy	4,180 +71	+2%	+$6.27K	0.42%	66
2023 Q1	$374K	Sell	4,109 -75	-2%	-$6.86K	0.58%	45
2022 Q4	$397K	Buy	4,184 +196	+5%	+$17.8K	0.68%	35
2022 Q3	$345K	Sell	3,988 -6	-0.2%	-$593	0.65%	34
2022 Q2	$383K	Buy	3,994 +93	+2%	+$9.22K	0.58%	32
2022 Q1	$389K	Buy	3,901 +194	+5%	+$17.7K	0.43%	41
2021 Q4	$330K	Buy	+3,707	New	+$313K	0.31%	61

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

J2 Capital Management's AEP Position: Q2 2026 in Review

J2 Capital Management reduced its American Electric Power (AEP) stake by 3.2% in Q2 2026, selling an estimated $17.4K and leaving 3,967 shares worth $543K. The position accounts for 0.36% of the portfolio, ranked #70.

J2 Capital Management first reported a position in AEP in Q4 2021 and has held it in 15 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

J2 Capital Management held 3,967 shares of American Electric Power worth $543K as of Q2 2026.
J2 Capital Management sold 132 American Electric Power shares in Q2 2026, an estimated $17.4K.
American Electric Power made up 0.36% of J2 Capital Management's portfolio in Q2 2026, its #70 holding.
J2 Capital Management first reported a position in American Electric Power in Q4 2021 and has held it in 15 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.