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Merit Financial Group’s American Electric Power AEP Stock Holding History

Merit Financial Group’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 		$10.6M Buy
77,844
+517
+0.7% +$68.1K 0.07% 248
2026
Q1 		$10.1M Buy
77,327
+13,801
+22% +$1.73M 0.08% 222
2025
Q4 		$7.33M Buy
63,526
+9,532
+18% +$1.13M 0.06% 255
2025
Q3 		$6.07M Buy
53,994
+3,699
+7% +$405K 0.06% 271
2025
Q2 		$5.22M Buy
50,295
+34,143
+211% +$3.55M 0.06% 267
2025
Q1 		$1.76M Buy
16,152
+2,438
+18% +$247K 0.03% 470
2024
Q4 		$1.26M Buy
13,714
+7,918
+137% +$766K 0.02% 446
2024
Q3 		$595K Sell
5,796
-2,026
-26% -$198K 0.01% 525
2024
Q2 		$686K Sell
7,822
-253
-3% -$22.1K 0.02% 505
2024
Q1 		$715K Sell
8,075
-974
-11% -$79.2K 0.02% 488
2023
Q4 		$735K Buy
9,049
+2,075
+30% +$161K 0.02% 391
2023
Q3 		$525K Buy
6,974
+30
+0.4% +$2.44K 0.02% 449
2023
Q2 		$585K Buy
6,944
+2,118
+44% +$187K 0.02% 431
2023
Q1 		$439K Buy
4,826
+378
+8% +$34.6K 0.02% 434
2022
Q4 		$422K Buy
+4,448
New +$405K 0.02% 466

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

Merit Financial Group's AEP Position: Q2 2026 in Review

Merit Financial Group increased its American Electric Power (AEP) stake by 0.67% in Q2 2026, buying an estimated $68.1K and bringing the position to 77,844 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #248.

Merit Financial Group first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Merit Financial Group held 77,844 shares of American Electric Power worth $10.6M as of Q2 2026.
  • Merit Financial Group bought 517 American Electric Power shares in Q2 2026, an estimated $68.1K.
  • American Electric Power made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #248 holding.
  • Merit Financial Group first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.