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JGP Wealth Management’s American Electric Power AEP Stock Holding History

JGP Wealth 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 		$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

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

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. 609 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.
  • 609 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.