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McGlone Suttner Wealth Management’s American Electric Power AEP Stock Holding History

McGlone Suttner 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 		$846K Buy
6,183
+34
+0.6% +$4.48K 0.1% 94
2026
Q1 		$806K Buy
6,149
+117
+2% +$14.6K 0.11% 93
2025
Q4 		$696K Buy
6,032
+55
+0.9% +$6.5K 0.09% 96
2025
Q3 		$672K Buy
5,977
+79
+1% +$8.64K 0.09% 95
2025
Q2 		$612K Buy
5,898
+104
+2% +$10.8K 0.09% 99
2025
Q1 		$633K Buy
5,794
+1,059
+22% +$107K 0.1% 92
2024
Q4 		$437K Sell
4,735
-666
-12% -$64.5K 0.07% 114
2024
Q3 		$554K Buy
5,401
+2,801
+108% +$273K 0.12% 95
2024
Q2 		$211K Sell
2,600
-2,470
-49% -$216K 0.04% 154
2024
Q1 		$437K Buy
5,070
+2,470
+95% +$201K 0.08% 103
2023
Q4 		$211K Buy
+2,600
New +$202K 0.04% 154
2023
Q3 		– Sell
-2,427
Closed -$204K – 141
2023
Q2 		$204K Buy
2,427
+105
+5% +$9.27K 0.05% 145
2023
Q1 		$211K Buy
2,322
+43
+2% +$3.93K 0.05% 136
2022
Q4 		$216K Buy
+2,279
New +$207K 0.07% 124

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

McGlone Suttner Wealth Management's AEP Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its American Electric Power (AEP) stake by 0.55% in Q2 2026, buying an estimated $4.48K and bringing the position to 6,183 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #94.

McGlone Suttner Wealth Management first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • McGlone Suttner Wealth Management held 6,183 shares of American Electric Power worth $846K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 34 American Electric Power shares in Q2 2026, an estimated $4.48K.
  • American Electric Power made up 0.1% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #94 holding.
  • McGlone Suttner Wealth Management first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.