MJT & Associates Financial Advisory’s American Electric Power AEP Stock Holding History

MJT & Associates Financial Advisory’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	$41K	Hold	300	–	–	0.03%	90
2026 Q1	$39.3K	Hold	300	–	–	0.03%	91
2025 Q4	$34.6K	Hold	300	–	–	0.03%	98
2025 Q3	$33.8K	Hold	300	–	–	0.03%	98
2025 Q2	$31.1K	Hold	300	–	–	0.04%	123
2025 Q1	$32.8K	Buy	+300	New	+$30.4K	0.03%	122

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

MJT & Associates Financial Advisory's AEP Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 300 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #90.

MJT & Associates Financial Advisory first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

MJT & Associates Financial Advisory held 300 shares of American Electric Power worth $41K as of Q2 2026.
MJT & Associates Financial Advisory left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #90 holding.
MJT & Associates Financial Advisory first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.