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

Mattern 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	$553K	Hold	4,042	–	–	0.09%	100
2026 Q1	$530K	Hold	4,042	–	–	0.1%	85
2025 Q4	$466K	Hold	4,042	–	–	0.09%	96
2025 Q3	$455K	Hold	4,042	–	–	0.09%	93
2025 Q2	$419K	Hold	4,042	–	–	0.09%	97
2025 Q1	$442K	Hold	4,042	–	–	0.1%	104
2024 Q4	$373K	Hold	4,042	–	–	0.08%	123
2024 Q3	$415K	Hold	4,042	–	–	0.09%	117
2024 Q2	$355K	Sell	4,042 -1,500	-27%	-$131K	0.09%	128
2024 Q1	$477K	Sell	5,542 -13	-0.2%	-$1.06K	0.12%	109
2023 Q4	$451K	Hold	5,555	–	–	0.12%	115
2023 Q3	$418K	Hold	5,555	–	–	0.12%	112
2023 Q2	$468K	Hold	5,555	–	–	0.14%	109
2023 Q1	$505K	Sell	5,555 -223	-4%	-$20.4K	0.17%	113
2022 Q4	$549K	Hold	5,778	–	–	0.22%	97
2022 Q3	$499K	Hold	5,778	–	–	0.2%	98
2022 Q2	$554K	Hold	5,778	–	–	0.22%	88
2022 Q1	$576K	Hold	5,778	–	–	0.19%	97
2021 Q4	$514K	Hold	5,778	–	–	0.15%	110
2021 Q3	$469K	Hold	5,778	–	–	0.16%	110
2021 Q2	$505K	Sell	5,778 -200	-3%	-$17.2K	0.16%	111
2021 Q1	$506K	Sell	5,978 -63	-1%	-$5.08K	0.18%	104
2020 Q4	$503K	Hold	6,041	–	–	0.19%	105
2020 Q3	$494K	Hold	6,041	–	–	0.21%	97
2020 Q2	$481K	Hold	6,041	–	–	0.23%	94
2020 Q1	$483K	Buy	6,041 +762	+14%	+$72K	0.35%	83
2019 Q4	$499K	Buy	+5,279	New	+$488K	0.3%	92

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

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

Mattern Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 4,042 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #100.

Mattern Wealth Management first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $576K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Mattern Wealth Management held 4,042 shares of American Electric Power worth $553K as of Q2 2026.
Mattern Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.09% of Mattern Wealth Management's portfolio in Q2 2026, its #100 holding.
Mattern Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's American Electric Power position peaked at $576K in Q1 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.