LGT Financial Advisors’s American Electric Power AEP Stock Holding History

LGT Financial 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	$138K	Buy	1,008 +6	+0.6%	+$790	0.73%	26
2026 Q1	$131K	Buy	1,002 +5	+0.5%	+$626	0.67%	23
2025 Q4	$115K	Buy	997 +6	+0.6%	+$709	0.7%	28
2025 Q3	$111K	Buy	991 +7	+0.7%	+$766	0.24%	80
2025 Q2	$102K	Buy	984 +6	+0.6%	+$624	0.26%	68
2025 Q1	$107K	Buy	978 +6	+0.6%	+$608	0.33%	68
2024 Q4	$89.6K	Buy	972 +8	+0.8%	+$774	0.2%	103
2024 Q3	$99K	Buy	964 +6	+0.6%	+$586	0.24%	74
2024 Q2	$84.1K	Sell	958 -1,419	-60%	-$124K	0.18%	98
2024 Q1	$205K	Buy	2,377 +8	+0.3%	+$650	0.24%	93
2023 Q4	$192K	Sell	2,369 -38	-2%	-$2.95K	0.24%	98
2023 Q3	$181K	Sell	2,407 -92	-4%	-$7.49K	0.23%	91
2023 Q2	$210K	Buy	2,499 +6	+0.2%	+$530	0.22%	114
2023 Q1	$227K	Sell	2,493 -634	-20%	-$58K	0.42%	75
2022 Q4	$297K	Buy	+3,127	New	+$285K	0.35%	64

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

LGT Financial Advisors's AEP Position: Q2 2026 in Review

LGT Financial Advisors increased its American Electric Power (AEP) stake by 0.6% in Q2 2026, buying an estimated $790 and bringing the position to 1,008 shares worth $138K. The position accounts for 0.73% of the portfolio, ranked #26.

LGT Financial Advisors first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $297K in Q4 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

LGT Financial Advisors held 1,008 shares of American Electric Power worth $138K as of Q2 2026.
LGT Financial Advisors bought 6 American Electric Power shares in Q2 2026, an estimated $790.
American Electric Power made up 0.73% of LGT Financial Advisors's portfolio in Q2 2026, its #26 holding.
LGT Financial Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's American Electric Power position peaked at $297K in Q4 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.