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Juncture Wealth Strategies’s American Electric Power AEP Stock Holding History

Juncture Wealth Strategies’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 		$379K Sell
2,769
-110
-4% -$14.5K 0.1% 129
2026
Q1 		$377K Buy
2,879
+320
+13% +$40K 0.13% 90
2025
Q4 		$295K Sell
2,559
-331
-11% -$39.1K 0.1% 105
2025
Q3 		$325K Sell
2,890
-529
-15% -$57.9K 0.11% 98
2025
Q2 		$355K Buy
3,419
+235
+7% +$24.4K 0.13% 90
2025
Q1 		$348K Buy
3,184
+25
+0.8% +$2.53K 0.14% 95
2024
Q4 		$291K Sell
3,159
-100
-3% -$9.68K 0.11% 108
2024
Q3 		$334K Buy
3,259
+500
+18% +$48.8K 0.13% 94
2024
Q2 		$242K Sell
2,759
-3,000
-52% -$262K 0.1% 96
2024
Q1 		$496K Sell
5,759
-132
-2% -$10.7K 0.21% 62
2023
Q4 		$478K Sell
5,891
-600
-9% -$46.6K 0.22% 74
2023
Q3 		$488K Sell
6,491
-366
-5% -$29.8K 0.24% 82
2023
Q2 		$577K Buy
6,857
+898
+15% +$79.3K 0.27% 76
2023
Q1 		$542K Sell
5,959
-3,744
-39% -$342K 0.27% 72
2022
Q4 		$921K Buy
9,703
+227
+2% +$20.7K 0.44% 42
2022
Q3 		$819K Buy
9,476
+500
+6% +$49.4K 0.41% 46
2022
Q2 		$861K Buy
8,976
+66
+0.7% +$6.54K 0.42% 39
2022
Q1 		$889K Sell
8,910
-50
-0.6% -$4.57K 0.42% 46
2021
Q4 		$797K Buy
8,960
+300
+3% +$25.3K 0.38% 56
2021
Q3 		$703K Buy
8,660
+1,250
+17% +$109K 0.37% 55
2021
Q2 		$658K Sell
7,410
-150
-2% -$12.9K 0.38% 59
2021
Q1 		$641K Buy
7,560
+350
+5% +$28.2K 0.4% 57
2020
Q4 		$600K Buy
7,210
+610
+9% +$52.9K 0.38% 60
2020
Q3 		$539K Buy
6,600
+500
+8% +$41.2K 0.37% 61
2020
Q2 		$486K Sell
6,100
-800
-12% -$65.3K 0.37% 61
2020
Q1 		$552K Buy
6,900
+400
+6% +$37.8K 0.51% 48
2019
Q4 		$614K Buy
6,500
+800
+14% +$73.9K 0.48% 53
2019
Q3 		$534K Buy
5,700
+300
+6% +$27.2K 0.47% 53
2019
Q2 		$475K Buy
5,400
+900
+20% +$77.6K 0.38% 71
2019
Q1 		$377K Buy
4,500
+1,800
+67% +$143K 0.29% 89
2018
Q4 		$202K Sell
2,700
-1,100
-29% -$82.5K 0.14% 101
2018
Q3 		$269K Sell
3,800
-200
-5% -$14.2K 0.14% 97
2018
Q2 		$277K Buy
4,000
+500
+14% +$33.7K 0.15% 91
2018
Q1 		$240K Sell
3,500
-600
-15% -$40.4K 0.13% 87
2017
Q4 		$302K Sell
4,100
-1,400
-25% -$105K 0.17% 78
2017
Q3 		$386K Sell
5,500
-2,500
-31% -$178K 0.22% 72
2017
Q2 		$556K Sell
8,000
-500
-6% -$34.7K 0.32% 66
2017
Q1 		$571K Sell
8,500
-900
-10% -$58.3K 0.35% 63
2016
Q4 		$592K Sell
9,400
-600
-6% -$37K 0.41% 54
2016
Q3 		$642K Sell
10,000
-1,400
-12% -$94.2K 0.43% 55
2016
Q2 		$799K Buy
11,400
+500
+5% +$32.7K 0.57% 44
2016
Q1 		$724K Sell
10,900
-200
-2% -$12.4K 0.53% 48
2015
Q4 		$647K Buy
11,100
+300
+3% +$17K 0.48% 52
2015
Q3 		$614K Buy
10,800
+4,200
+64% +$233K 0.5% 51
2015
Q2 		$350K Sell
6,600
-100
-1% -$5.54K 0.28% 61
2015
Q1 		$377K Buy
+6,700
New +$398K 0.31% 59

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

Juncture Wealth Strategies's AEP Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its American Electric Power (AEP) stake by 3.8% in Q2 2026, selling an estimated $14.5K and leaving 2,769 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #129.

Juncture Wealth Strategies first reported a position in AEP in Q1 2015 and has held it in 46 quarters since. The position peaked at $921K in Q4 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Juncture Wealth Strategies held 2,769 shares of American Electric Power worth $379K as of Q2 2026.
  • Juncture Wealth Strategies sold 110 American Electric Power shares in Q2 2026, an estimated $14.5K.
  • American Electric Power made up 0.1% of Juncture Wealth Strategies's portfolio in Q2 2026, its #129 holding.
  • Juncture Wealth Strategies first reported a position in American Electric Power in Q1 2015 and has held it in 46 quarters since.
  • Juncture Wealth Strategies's American Electric Power position peaked at $921K in Q4 2022.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.