JGP Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.37M | Sell |
10,045
-468
| -4% | -$61.7K | 0.12% | 92 |
|
|
2026
Q1 | $1.38M | Sell |
10,513
-898
| -8% | -$112K | 0.14% | 82 |
|
|
2025
Q4 | $1.32M | Sell |
11,411
-563
| -5% | -$66.5K | 0.14% | 94 |
|
|
2025
Q3 | $1.36M | Sell |
11,974
-371
| -3% | -$40.6K | 0.15% | 83 |
|
|
2025
Q2 | $1.28M | Sell |
12,345
-489
| -4% | -$50.9K | 0.16% | 83 |
|
|
2025
Q1 | $1.4M | Sell |
12,834
-1,508
| -11% | -$153K | 0.18% | 74 |
|
|
2024
Q4 | $1.32M | Sell |
14,342
-8
| -0.1% | -$774 | 0.17% | 79 |
|
|
2024
Q3 | $1.47M | Sell |
14,350
-508
| -3% | -$49.6K | 0.19% | 71 |
|
|
2024
Q2 | $1.3M | Sell |
14,858
-726
| -5% | -$63.5K | 0.19% | 69 |
|
|
2024
Q1 | $1.34M | Sell |
15,584
-1,399
| -8% | -$114K | 0.19% | 74 |
|
|
2023
Q4 | $1.38M | Sell |
16,983
-792
| -4% | -$61.5K | 0.2% | 72 |
|
|
2023
Q3 | $1.34M | Buy |
17,775
+153
| +0.9% | +$12.4K | 0.22% | 73 |
|
|
2023
Q2 | $1.48M | Buy |
17,622
+699
| +4% | +$61.7K | 0.24% | 69 |
|
|
2023
Q1 | $1.54M | Buy |
16,923
+527
| +3% | +$48.2K | 0.27% | 65 |
|
|
2022
Q4 | $1.56M | Buy |
16,396
+844
| +5% | +$76.8K | 0.29% | 64 |
|
|
2022
Q3 | $1.29M | Buy |
15,552
+566
| +4% | +$56K | 0.27% | 67 |
|
|
2022
Q2 | $1.42M | Buy |
14,986
+423
| +3% | +$41.9K | 0.29% | 64 |
|
|
2022
Q1 | $1.5M | Buy |
14,563
+462
| +3% | +$42.2K | 0.28% | 64 |
|
|
2021
Q4 | $1.26M | Buy |
14,101
+620
| +5% | +$52.3K | 0.24% | 72 |
|
|
2021
Q3 | $1.09M | Buy |
13,481
+42
| +0.3% | +$3.67K | 0.24% | 72 |
|
|
2021
Q2 | $1.14M | Buy |
13,439
+2,265
| +20% | +$195K | 0.24% | 71 |
|
|
2021
Q1 | $946K | Buy |
11,174
+72
| +0.6% | +$5.8K | 0.21% | 75 |
|
|
2020
Q4 | $913K | Sell |
11,102
-68
| -0.6% | -$5.9K | 0.21% | 74 |
|
|
2020
Q3 | $990K | Sell |
11,170
-144
| -1% | -$11.9K | 0.26% | 66 |
|
|
2020
Q2 | $932K | Sell |
11,314
-2,186
| -16% | -$178K | 0.27% | 65 |
|
|
2020
Q1 | $1.13M | Sell |
13,500
-791
| -6% | -$74.8K | 0.4% | 56 |
|
|
2019
Q4 | $1.34M | Sell |
14,291
-148
| -1% | -$13.7K | 0.4% | 61 |
|
|
2019
Q3 | $1.33M | Sell |
14,439
-300
| -2% | -$27.2K | 0.46% | 59 |
|
|
2019
Q2 | $1.3M | Sell |
14,739
-509
| -3% | -$43.9K | 0.46% | 60 |
|
|
2019
Q1 | $1.28M | Sell |
15,248
-3,274
| -18% | -$260K | 0.48% | 61 |
|
|
2018
Q4 | $1.38M | Buy |
18,522
+108
| +0.6% | +$8.1K | 0.57% | 59 |
|
|
2018
Q3 | $1.3M | Sell |
18,414
-767
| -4% | -$54.6K | 0.52% | 62 |
|
|
2018
Q2 | $1.33M | Buy |
+19,181
| New | +$1.29M | 0.55% | 62 |
|
Other funds holding AEP
JGP Wealth Management's AEP Position: Q2 2026 in Review
JGP Wealth Management reduced its American Electric Power (AEP) stake by 4.5% in Q2 2026, selling an estimated $61.7K and leaving 10,045 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #92.
JGP Wealth Management first reported a position in AEP in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.56M in Q4 2022. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- JGP Wealth Management held 10,045 shares of American Electric Power worth $1.37M as of Q2 2026.
- JGP Wealth Management sold 468 American Electric Power shares in Q2 2026, an estimated $61.7K.
- American Electric Power made up 0.12% of JGP Wealth Management's portfolio in Q2 2026, its #92 holding.
- JGP Wealth Management first reported a position in American Electric Power in Q2 2018 and has held it in 33 quarters since.
- JGP Wealth Management's American Electric Power position peaked at $1.56M in Q4 2022.
- 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.