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Keudell/Morrison Wealth Management’s American Electric Power AEP Stock Holding History

Keudell/Morrison 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 		$261K Sell
1,908
-54
-3% -$7.11K 0.05% 213
2026
Q1 		$257K Sell
1,962
-1,324
-40% -$166K 0.05% 197
2025
Q4 		$379K Buy
+3,286
New +$388K 0.08% 161
2025
Q2 		$393K Sell
3,792
-27
-0.7% -$2.81K 0.09% 141
2025
Q1 		$417K Buy
3,819
+12
+0.3% +$1.22K 0.1% 125
2024
Q4 		$351K Sell
3,807
-16
-0.4% -$1.55K 0.09% 143
2024
Q3 		$392K Sell
3,823
-446
-10% -$43.5K 0.11% 132
2024
Q2 		$375K Sell
4,269
-67
-2% -$5.86K 0.11% 138
2024
Q1 		$373K Buy
4,336
+459
+12% +$37.3K 0.11% 137
2023
Q4 		$315K Sell
3,877
-435
-10% -$33.8K 0.1% 147
2023
Q3 		$324K Sell
4,312
-172
-4% -$14K 0.1% 136
2023
Q2 		$378K Buy
4,484
+644
+17% +$56.9K 0.11% 121
2023
Q1 		$349K Buy
3,840
+1,034
+37% +$94.6K 0.1% 128
2022
Q4 		$266K Buy
+2,806
New +$255K 0.09% 155
2022
Q3 		– Sell
-2,493
Closed -$239K – 175
2022
Q2 		$239K Sell
2,493
-1,637
-40% -$162K 0.09% 155
2022
Q1 		$412K Buy
4,130
+4
+0.1% +$365 0.17% 114
2021
Q4 		$367K Sell
4,126
-245
-6% -$20.7K 0.14% 124
2021
Q3 		$355K Hold
4,371
– – 0.15% 120
2021
Q2 		$370K Buy
4,371
+602
+16% +$51.8K 0.2% 119
2021
Q1 		$319K Sell
3,769
-57
-1% -$4.59K 0.19% 124
2020
Q4 		$294K Buy
3,826
+931
+32% +$80.8K 0.19% 123
2020
Q3 		$237K Buy
+2,895
New +$238K 0.15% 129
2019
Q2 		– Sell
-2,849
Closed -$239K – 143
2019
Q1 		$239K Buy
+2,849
New +$227K 0.21% 115

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Keudell/Morrison Wealth Management's AEP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its American Electric Power (AEP) stake by 2.8% in Q2 2026, selling an estimated $7.11K and leaving 1,908 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #213.

Keudell/Morrison Wealth Management first reported a position in AEP in Q1 2019 and has held it in 23 quarters since. The position peaked at $417K in Q1 2025. 482 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,908 shares of American Electric Power worth $261K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 54 American Electric Power shares in Q2 2026, an estimated $7.11K.
  • American Electric Power made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Keudell/Morrison Wealth Management first reported a position in American Electric Power in Q1 2019 and has held it in 23 quarters since.
  • Keudell/Morrison Wealth Management's American Electric Power position peaked at $417K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.