Monument Capital Management’s American Electric Power AEP Stock Holding History

Monument Capital 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	$1.37M	Buy	9,996 +77	+0.8%	+$10.1K	0.28%	97
2026 Q1	$1.3M	Buy	9,919 +1,225	+14%	+$153K	0.33%	87
2025 Q4	$1M	Buy	8,694 +1,008	+13%	+$119K	0.25%	97
2025 Q3	$865K	Buy	7,686 +654	+9%	+$71.6K	0.22%	104
2025 Q2	$730K	Buy	7,032 +3,124	+80%	+$325K	0.19%	106
2025 Q1	$427K	Buy	+3,908	New	+$396K	0.13%	127
2024 Q4	–	Sell	-2,008	Closed	-$206K	–	199
2024 Q3	$206K	Buy	+2,008	New	+$196K	0.06%	190

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

Monument Capital Management's AEP Position: Q2 2026 in Review

Monument Capital Management increased its American Electric Power (AEP) stake by 0.78% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,996 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #97.

Monument Capital Management first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Monument Capital Management held 9,996 shares of American Electric Power worth $1.37M as of Q2 2026.
Monument Capital Management bought 77 American Electric Power shares in Q2 2026, an estimated $10.1K.
American Electric Power made up 0.28% of Monument Capital Management's portfolio in Q2 2026, its #97 holding.
Monument Capital Management first reported a position in American Electric Power in Q3 2024 and has held it in 7 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.