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Laurel Oak Wealth Management’s American Electric Power AEP Stock Holding History

Laurel Oak 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 		$345K Buy
2,523
+148
+6% +$19.5K 0.05% 264
2026
Q1 		$311K Sell
2,375
-1,353
-36% -$169K 0.05% 265
2025
Q4 		$430K Buy
+3,728
New +$440K 0.07% 205

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

Laurel Oak Wealth Management's AEP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its American Electric Power (AEP) stake by 6.2% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,523 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #264.

Laurel Oak Wealth Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Laurel Oak Wealth Management held 2,523 shares of American Electric Power worth $345K as of Q2 2026.
  • Laurel Oak Wealth Management bought 148 American Electric Power shares in Q2 2026, an estimated $19.5K.
  • American Electric Power made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Laurel Oak Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's American Electric Power position peaked at $430K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.