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LexAurum Advisors’s American Electric Power AEP Stock Holding History

LexAurum Advisors’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 		$804K Buy
5,874
+121
+2% +$15.9K 0.09% 175
2026
Q1 		$754K Buy
+5,753
New +$720K 0.1% 165
2025
Q3 		$578K Hold
5,139
– – 0.08% 183
2025
Q2 		$533K Sell
5,139
-27
-0.5% -$2.81K 0.08% 191
2025
Q1 		$564K Sell
5,166
-70
-1% -$7.09K 0.11% 170
2024
Q4 		$483K Buy
5,236
+551
+12% +$53.3K 0.1% 185
2024
Q3 		$481K Buy
4,685
+4
+0.1% +$390 0.11% 169
2024
Q2 		$411K Sell
4,681
-616
-12% -$53.9K 0.1% 182
2024
Q1 		$456K Buy
5,297
+874
+20% +$71.1K 0.11% 163
2023
Q4 		$359K Sell
4,423
-95
-2% -$7.37K 0.09% 192
2023
Q3 		$340K Buy
4,518
+864
+24% +$70.3K 0.1% 193
2023
Q2 		$308K Sell
3,654
-330
-8% -$29.1K 0.09% 198
2023
Q1 		$362K Buy
3,984
+4
+0.1% +$366 0.12% 158
2022
Q4 		$378K Buy
3,980
+4
+0.1% +$364 0.14% 159
2022
Q3 		$344K Buy
3,976
+43
+1% +$4.25K 0.13% 159
2022
Q2 		$377K Sell
3,933
-230
-6% -$22.8K 0.14% 151
2022
Q1 		$415K Sell
4,163
-1
-0% -$91 0.14% 151
2021
Q4 		$370K Sell
4,164
-833
-17% -$70.3K 0.12% 172
2021
Q3 		$406K Buy
4,997
+3
+0.1% +$262 0.12% 190
2021
Q2 		$422K Buy
4,994
+4
+0.1% +$344 0.13% 179
2021
Q1 		$423K Buy
4,990
+4
+0.1% +$322 0.14% 159
2020
Q4 		$415K Buy
4,986
+4
+0.1% +$347 0.15% 152
2020
Q3 		$407K Buy
4,982
+4
+0.1% +$329 0.17% 124
2020
Q2 		$396K Buy
4,978
+3
+0.1% +$245 0.22% 103
2020
Q1 		$398K Buy
4,975
+845
+20% +$79.9K 0.28% 77
2019
Q4 		$390K Buy
4,130
+253
+7% +$23.4K 0.19% 126
2019
Q3 		$363K Buy
3,877
+3
+0.1% +$272 0.21% 115
2019
Q2 		$341K Buy
3,874
+3
+0.1% +$259 0.21% 114
2019
Q1 		$324K Buy
3,871
+4
+0.1% +$318 0.21% 105
2018
Q4 		$289K Buy
3,867
+3
+0.1% +$225 0.22% 104
2018
Q3 		$274K Sell
3,864
-287
-7% -$20.4K 0.19% 115
2018
Q2 		$287K Sell
4,151
-143
-3% -$9.63K 0.25% 98
2018
Q1 		$295K Sell
4,294
-322
-7% -$21.7K 0.25% 102
2017
Q4 		$311K Buy
+4,616
New +$345K 0.29% 94

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

LexAurum Advisors's AEP Position: Q2 2026 in Review

LexAurum Advisors increased its American Electric Power (AEP) stake by 2.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 5,874 shares worth $804K. The position accounts for 0.09% of the portfolio, ranked #175.

LexAurum Advisors first reported a position in AEP in Q4 2017 and has held it in 34 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • LexAurum Advisors held 5,874 shares of American Electric Power worth $804K as of Q2 2026.
  • LexAurum Advisors bought 121 American Electric Power shares in Q2 2026, an estimated $15.9K.
  • American Electric Power made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #175 holding.
  • LexAurum Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 34 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.