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

JFS 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 		$1.15M Buy
8,392
+6
+0.1% +$790 0.06% 156
2026
Q1 		$1.1M Sell
8,386
-44
-0.5% -$5.5K 0.06% 154
2025
Q4 		$972K Buy
8,430
+82
+1% +$9.68K 0.05% 163
2025
Q3 		$939K Buy
8,348
+9
+0.1% +$985 0.05% 166
2025
Q2 		$865K Sell
8,339
-29
-0.3% -$3.02K 0.06% 163
2025
Q1 		$914K Buy
8,368
+53
+0.6% +$5.37K 0.06% 151
2024
Q4 		$767K Sell
8,315
-11
-0.1% -$1.06K 0.05% 160
2024
Q3 		$854K Buy
8,326
+6,987
+522% +$682K 0.06% 158
2024
Q2 		$118K Buy
1,339
+12
+0.9% +$1.05K 0.01% 288
2024
Q1 		$114K Buy
1,327
+29
+2% +$2.36K 0.01% 303
2023
Q4 		$105K Sell
1,298
-39
-3% -$3.03K 0.01% 297
2023
Q3 		$101K Sell
1,337
-237
-15% -$19.3K 0.01% 277
2023
Q2 		$133K Buy
1,574
+277
+21% +$24.5K 0.01% 248
2023
Q1 		$118K Sell
1,297
-6
-0.5% -$549 0.01% 256
2022
Q4 		$124K Buy
1,303
+137
+12% +$12.5K 0.01% 249
2022
Q3 		$101K Buy
1,166
+20
+2% +$1.98K 0.01% 280
2022
Q2 		$110K Buy
1,146
+31
+3% +$3.07K 0.01% 274
2022
Q1 		$111K Buy
1,115
+74
+7% +$6.76K 0.01% 284
2021
Q4 		$93K Buy
1,041
+46
+5% +$3.88K 0.01% 317
2021
Q3 		$81K Sell
995
-127
-11% -$11.1K 0.01% 347
2021
Q2 		$95K Buy
1,122
+108
+11% +$9.3K 0.01% 225
2021
Q1 		$86K Buy
1,014
+9
+0.9% +$725 0.02% 208
2020
Q4 		$84K Buy
1,005
+9
+0.9% +$781 0.02% 203
2020
Q3 		$81K Sell
996
-380
-28% -$31.3K 0.02% 195
2020
Q2 		$110K Buy
1,376
+396
+40% +$32.3K 0.03% 169
2020
Q1 		$78K Buy
980
+7
+0.7% +$662 0.02% 193
2019
Q4 		$92K Buy
973
+42
+5% +$3.88K 0.02% 202
2019
Q3 		$87K Buy
931
+7
+0.8% +$636 0.02% 200
2019
Q2 		$81K Buy
924
+6
+0.7% +$517 0.02% 202
2019
Q1 		$77K Buy
918
+8
+0.9% +$636 0.02% 201
2018
Q4 		$68K Sell
910
-18
-2% -$1.35K 0.02% 201
2018
Q3 		$66K Buy
928
+33
+4% +$2.35K 0.02% 229
2018
Q2 		$62K Buy
895
+9
+1% +$606 0.02% 228
2018
Q1 		$61K Buy
886
+8
+0.9% +$539 0.02% 231
2017
Q4 		$65K Buy
878
+7
+0.8% +$523 0.02% 235
2017
Q3 		$61K Buy
871
+7
+0.8% +$499 0.02% 224
2017
Q2 		$60K Buy
864
+15
+2% +$1.04K 0.02% 208
2017
Q1 		$53K Hold
849
– – 0.01% 219
2016
Q4 		$53K Buy
849
+8
+1% +$493 0.01% 219
2016
Q3 		$54K Sell
841
-151
-15% -$10.2K 0.02% 233
2016
Q2 		$70K Buy
992
+8
+0.8% +$524 0.02% 225
2016
Q1 		$65K Buy
984
+9
+0.9% +$557 0.02% 210
2015
Q4 		$57K Buy
975
+9
+0.9% +$510 0.02% 237
2015
Q3 		$55K Sell
966
-212
-18% -$11.8K 0.02% 202
2015
Q2 		$62K Buy
1,178
+9
+0.8% +$498 0.03% 164
2015
Q1 		$66K Buy
1,169
+155
+15% +$9.2K 0.03% 155
2014
Q4 		$62K Buy
1,014
+7
+0.7% +$401 0.01% 162
2014
Q3 		$53K Buy
1,007
+778
+340% +$41.1K 0.01% 171
2014
Q2 		$13K Buy
+229
New +$12.1K ﹤0.01% 301

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

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

JFS Wealth Advisors increased its American Electric Power (AEP) stake by 0.07% in Q2 2026, buying an estimated $790 and bringing the position to 8,392 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #156.

JFS Wealth Advisors first reported a position in AEP in Q2 2014 and has held it in 49 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • JFS Wealth Advisors held 8,392 shares of American Electric Power worth $1.15M as of Q2 2026.
  • JFS Wealth Advisors bought 6 American Electric Power shares in Q2 2026, an estimated $790.
  • American Electric Power made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • JFS Wealth Advisors first reported a position in American Electric Power in Q2 2014 and has held it in 49 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.