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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
2015
Q4 		– Sell
-9,300
Closed -$36K – 75
2015
Q3 		$36K Buy
9,300
+9,239
+15,146% +$513K 0.03% 79
2015
Q2 		$12K Buy
+61
New +$3.38K 0.01% 81

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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. 811 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.
  • 811 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.