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Marathon Strategic Advisors’s American Electric Power AEP Stock Holding History

Marathon Strategic 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 		$961K Hold
7,027
– – 0.54% 22
2026
Q1 		$921K Hold
7,027
– – 0.66% 23
2025
Q4 		$810K Hold
7,027
– – 0.62% 26
2025
Q3 		$791K Buy
7,027
+3,005
+75% +$329K 0.63% 25
2025
Q2 		$417K Hold
4,022
– – 0.39% 33
2025
Q1 		$439K Hold
4,022
– – 0.47% 25
2024
Q4 		$371K Sell
4,022
-3,005
-43% -$291K 0.4% 30
2024
Q3 		$721K Buy
7,027
+3,005
+75% +$293K 0.76% 22
2024
Q2 		$353K Hold
4,022
– – 0.41% 29
2024
Q1 		$346K Buy
4,022
+34
+0.9% +$2.76K 0.42% 18
2023
Q4 		$324K Buy
+3,988
New +$310K 0.44% 26

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

Marathon Strategic Advisors's AEP Position: Q2 2026 in Review

Marathon Strategic Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 7,027 shares worth $961K. The position accounts for 0.54% of the portfolio, ranked #22.

Marathon Strategic Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Marathon Strategic Advisors held 7,027 shares of American Electric Power worth $961K as of Q2 2026.
  • Marathon Strategic Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.54% of Marathon Strategic Advisors's portfolio in Q2 2026, its #22 holding.
  • Marathon Strategic Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 561 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.