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LRI Investments’s American Electric Power AEP Stock Holding History

LRI Investments’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 		$254K Buy
1,858
+15
+0.8% +$1.98K 0.02% 285
2026
Q1 		$242K Buy
1,843
+1,478
+405% +$185K 0.02% 261
2025
Q4 		$42.1K Sell
365
-258
-41% -$30.5K ﹤0.01% 574
2025
Q3 		$70.1K Buy
623
+258
+71% +$28.2K 0.01% 487
2025
Q2 		$37.9K Sell
365
-39
-10% -$4.06K ﹤0.01% 601
2025
Q1 		$44.1K Hold
404
– – ﹤0.01% 549
2024
Q4 		$37.3K Hold
404
– – ﹤0.01% 574
2024
Q3 		$37.9K Hold
404
– – ﹤0.01% 550
2024
Q2 		$35.4K Buy
404
+365
+936% +$31.9K ﹤0.01% 523
2024
Q1 		$3.36K Buy
+39
New +$3.17K ﹤0.01% 689

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

LRI Investments's AEP Position: Q2 2026 in Review

LRI Investments increased its American Electric Power (AEP) stake by 0.81% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,858 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #285.

LRI Investments first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • LRI Investments held 1,858 shares of American Electric Power worth $254K as of Q2 2026.
  • LRI Investments bought 15 American Electric Power shares in Q2 2026, an estimated $1.98K.
  • American Electric Power made up 0.02% of LRI Investments's portfolio in Q2 2026, its #285 holding.
  • LRI Investments first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.