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MB, Levis & Associates’s American Electric Power AEP Stock Holding History

MB, Levis & Associates’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 		$4.95K Hold
36
– – ﹤0.01% 199
2026
Q1 		$4.7K Hold
36
– – ﹤0.01% 183
2025
Q4 		$4.11K Buy
36
+1
+3% +$118 ﹤0.01% 193
2025
Q3 		$3.98K Hold
35
– – ﹤0.01% 192
2025
Q2 		$3.63K Hold
35
– – ﹤0.01% 228
2025
Q1 		$3.79K Buy
35
+1
+3% +$101 ﹤0.01% 227
2024
Q4 		$3.17K Hold
34
– – ﹤0.01% 244
2024
Q3 		$3.5K Hold
34
– – ﹤0.01% 241
2024
Q2 		$2.96K Buy
34
+1
+3% +$87 ﹤0.01% 244
2024
Q1 		$2.88K Hold
33
– – ﹤0.01% 244
2023
Q4 		$2.69K Hold
33
– – ﹤0.01% 239
2023
Q3 		$2.46K Buy
33
+1
+3% +$81 ﹤0.01% 243
2023
Q2 		$2.73K Hold
32
– – ﹤0.01% 237
2023
Q1 		$2.92K Hold
32
– – ﹤0.01% 241
2022
Q4 		$3.02K Buy
+32
New +$2.91K ﹤0.01% 221

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

MB, Levis & Associates's AEP Position: Q2 2026 in Review

MB, Levis & Associates held its American Electric Power (AEP) position steady in Q2 2026 at 36 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

MB, Levis & Associates first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • MB, Levis & Associates held 36 shares of American Electric Power worth $4.95K as of Q2 2026.
  • MB, Levis & Associates left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #199 holding.
  • MB, Levis & Associates first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.