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MKT Advisors’s American Electric Power AEP Stock Holding History

MKT Advisors’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 		$615K Sell
4,469
-679
-13% -$89.4K 0.19% 65
2026
Q1 		$684K Sell
5,148
-1,113
-18% -$139K 0.23% 60
2025
Q4 		$714K Sell
6,261
-5
-0.1% -$591 0.24% 61
2025
Q3 		$706K Sell
6,266
-447
-7% -$48.9K 0.26% 56
2025
Q2 		$701K Buy
6,713
+2
+0% +$208 0.28% 54
2025
Q1 		$682K Sell
6,711
-98
-1% -$9.93K 0.32% 47
2024
Q4 		$662K Sell
6,809
-298
-4% -$28.8K 0.29% 54
2024
Q3 		$724K Sell
7,107
-1,295
-15% -$126K 0.34% 45
2024
Q2 		$737K Buy
8,402
+9
+0.1% +$787 0.37% 45
2024
Q1 		$699K Sell
8,393
-77
-0.9% -$6.26K 0.38% 44
2023
Q4 		$712K Buy
8,470
+18
+0.2% +$1.4K 0.47% 42
2023
Q3 		$607K Buy
8,452
+80
+1% +$6.51K 0.46% 43
2023
Q2 		$715K Sell
8,372
-2,165
-21% -$191K 0.51% 38
2023
Q1 		$996K Sell
10,537
-287
-3% -$26.3K 0.74% 20
2022
Q4 		$1.06M Sell
10,824
-268
-2% -$24.4K 0.8% 19
2022
Q3 		$959K Sell
11,092
-46
-0.4% -$4.55K 0.83% 19
2022
Q2 		$1.06M Sell
11,138
-6
-0.1% -$595 0.83% 18
2022
Q1 		$1.11M Buy
11,144
+2,955
+36% +$270K 0.84% 17
2021
Q4 		$727K Buy
+8,189
New +$691K 0.57% 32

Other funds holding AEP

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MKT Advisors's AEP Position: Q2 2026 in Review

MKT Advisors reduced its American Electric Power (AEP) stake by 13% in Q2 2026, selling an estimated $89.4K and leaving 4,469 shares worth $615K. The position accounts for 0.19% of the portfolio, ranked #65.

MKT Advisors first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2022. 494 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • MKT Advisors held 4,469 shares of American Electric Power worth $615K as of Q2 2026.
  • MKT Advisors sold 679 American Electric Power shares in Q2 2026, an estimated $89.4K.
  • American Electric Power made up 0.19% of MKT Advisors's portfolio in Q2 2026, its #65 holding.
  • MKT Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's American Electric Power position peaked at $1.11M in Q1 2022.
  • 494 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.