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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
2021
Q2 		– Sell
-300
Closed -$24K – 168
2021
Q1 		$24K Buy
+300
New +$24.2K 0.01% 167

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

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. 609 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.
  • 609 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.