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JNBA Financial Advisors’s American Electric Power AEP Stock Holding History

JNBA Financial 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 		$221K Buy
1,618
+9
+0.6% +$1.19K 0.02% 190
2026
Q1 		$211K Hold
1,609
– – 0.02% 183
2025
Q4 		$186K Hold
1,609
– – 0.02% 187
2025
Q3 		$181K Hold
1,609
– – 0.02% 183
2025
Q2 		$167K Buy
1,609
+1,130
+236% +$118K 0.02% 186
2025
Q1 		$52.3K Hold
479
– – 0.01% 278
2024
Q4 		$44.2K Hold
479
– – ﹤0.01% 299
2024
Q3 		$49.1K Hold
479
– – ﹤0.01% 289
2024
Q2 		$42K Hold
479
– – ﹤0.01% 307
2024
Q1 		$41.2K Hold
479
– – ﹤0.01% 314
2023
Q4 		$38.9K Hold
479
– – ﹤0.01% 313
2023
Q3 		$36K Buy
479
+229
+92% +$18.6K ﹤0.01% 318
2023
Q2 		$21.1K Hold
250
– – ﹤0.01% 387
2023
Q1 		$22.7K Hold
250
– – ﹤0.01% 377
2022
Q4 		$23.7K Hold
250
– – ﹤0.01% 354
2022
Q3 		$22K Hold
250
– – ﹤0.01% 362
2022
Q2 		$24K Sell
250
-89
-26% -$8.82K ﹤0.01% 371
2022
Q1 		$34K Sell
339
-170
-33% -$15.5K ﹤0.01% 332
2021
Q4 		$45K Hold
509
– – 0.01% 318
2021
Q3 		$41K Hold
509
– – 0.01% 316
2021
Q2 		$43K Hold
509
– – 0.01% 303
2021
Q1 		$43K Buy
509
+170
+50% +$13.7K 0.01% 298
2020
Q4 		$28K Buy
339
+89
+36% +$7.72K ﹤0.01% 323
2020
Q3 		$20K Hold
250
– – ﹤0.01% 338
2020
Q2 		$20K Hold
250
– – ﹤0.01% 330
2020
Q1 		$20K Sell
250
-50
-17% -$4.73K ﹤0.01% 304
2019
Q4 		$28K Hold
300
– – 0.01% 307
2019
Q3 		$28K Hold
300
– – 0.01% 292
2019
Q2 		$26K Hold
300
– – 0.01% 305
2019
Q1 		$25K Sell
300
-34
-10% -$2.7K 0.01% 301
2018
Q4 		$25K Sell
334
-566
-63% -$42.5K 0.01% 277
2018
Q3 		$64K Buy
900
+600
+200% +$42.7K 0.03% 209
2018
Q2 		$21K Hold
300
– – ﹤0.01% 308
2018
Q1 		$21K Hold
300
– – ﹤0.01% 304
2017
Q4 		$22K Sell
300
-131
-30% -$9.79K ﹤0.01% 301
2017
Q3 		$30K Buy
431
+50
+13% +$3.56K 0.01% 262
2017
Q2 		$26K Hold
381
– – 0.01% 264
2017
Q1 		$26K Buy
381
+250
+191% +$16.2K 0.01% 264
2016
Q4 		$8K Sell
131
-4,233
-97% -$261K ﹤0.01% 375
2016
Q3 		$280K Buy
4,364
+4,283
+5,288% +$288K 0.04% 178
2016
Q2 		$6K Sell
81
-104
-56% -$6.81K ﹤0.01% 388
2016
Q1 		$12K Buy
185
+104
+128% +$6.43K ﹤0.01% 333
2015
Q4 		$5K Buy
+81
New +$4.59K ﹤0.01% 394
2013
Q3 		– Sell
-175
Closed -$8K – 424
2013
Q2 		$8K Buy
+175
New +$8.4K 0.01% 274

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

JNBA Financial Advisors's AEP Position: Q2 2026 in Review

JNBA Financial Advisors increased its American Electric Power (AEP) stake by 0.56% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,618 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #190.

JNBA Financial Advisors first reported a position in AEP in Q2 2013 and has held it in 44 quarters since. The position peaked at $280K in Q3 2016. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • JNBA Financial Advisors held 1,618 shares of American Electric Power worth $221K as of Q2 2026.
  • JNBA Financial Advisors bought 9 American Electric Power shares in Q2 2026, an estimated $1.19K.
  • American Electric Power made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #190 holding.
  • JNBA Financial Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 44 quarters since.
  • JNBA Financial Advisors's American Electric Power position peaked at $280K in Q3 2016.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.