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Journey Retirement Planning & Investment Management’s American Electric Power AEP Stock Holding History

Journey Retirement Planning & Investment 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 		$620K Buy
4,535
+546
+14% +$71.9K 0.48% 64
2026
Q1 		$523K Sell
3,989
-9,243
-70% -$1.16M 0.46% 72
2025
Q4 		$1.53M Buy
+13,232
New +$1.56M 0.31% 80

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AEP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its American Electric Power (AEP) stake by 14% in Q2 2026, buying an estimated $71.9K and bringing the position to 4,535 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #64.

Journey Retirement Planning & Investment Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,535 shares of American Electric Power worth $620K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 546 American Electric Power shares in Q2 2026, an estimated $71.9K.
  • American Electric Power made up 0.48% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #64 holding.
  • Journey Retirement Planning & Investment Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's American Electric Power position peaked at $1.53M in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.