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Marion Wealth Management’s American Electric Power AEP Stock Holding History

Marion 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 		$1.51M Buy
11,053
+454
+4% +$59.8K 0.31% 73
2026
Q1 		$1.39M Buy
10,599
+409
+4% +$51.2K 0.31% 72
2025
Q4 		$1.19M Buy
10,190
+331
+3% +$39.1K 0.26% 75
2025
Q3 		$1.11M Buy
9,859
+81
+0.8% +$8.86K 0.26% 75
2025
Q2 		$1.01M Buy
9,778
+789
+9% +$82.1K 0.25% 75
2025
Q1 		$982K Buy
+8,989
New +$911K 0.26% 76

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Marion Wealth Management's AEP Position: Q2 2026 in Review

Marion Wealth Management increased its American Electric Power (AEP) stake by 4.3% in Q2 2026, buying an estimated $59.8K and bringing the position to 11,053 shares worth $1.51M. The position accounts for 0.31% of the portfolio, ranked #73.

Marion Wealth Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Marion Wealth Management held 11,053 shares of American Electric Power worth $1.51M as of Q2 2026.
  • Marion Wealth Management bought 454 American Electric Power shares in Q2 2026, an estimated $59.8K.
  • American Electric Power made up 0.31% of Marion Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Marion Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 308 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.