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

Nadler 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	$326K	Buy	2,386 +200	+9%	+$26.3K	0.03%	110
2026 Q1	$287K	Buy	+2,186	New	+$274K	0.03%	111
2018 Q1	–	Sell	-2,792	Closed	-$205K	–	82
2017 Q4	$205K	Buy	+2,792	New	+$209K	0.06%	83
2017 Q1	–	Sell	-6,254	Closed	-$394K	–	81
2016 Q4	$394K	Buy	6,254 +39	+0.6%	+$2.4K	0.15%	54
2016 Q3	$399K	Sell	6,215 -163	-3%	-$11K	0.16%	49
2016 Q2	$447K	Sell	6,378 -958	-13%	-$62.7K	0.19%	47
2016 Q1	$487K	Buy	+7,336	New	+$454K	0.21%	46

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Nadler Financial Group increased its American Electric Power (AEP) stake by 9.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 2,386 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #110.

Nadler Financial Group first reported a position in AEP in Q1 2016 and has held it in 7 quarters since. The position peaked at $487K in Q1 2016. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Nadler Financial Group held 2,386 shares of American Electric Power worth $326K as of Q2 2026.
Nadler Financial Group bought 200 American Electric Power shares in Q2 2026, an estimated $26.3K.
American Electric Power made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #110 holding.
Nadler Financial Group first reported a position in American Electric Power in Q1 2016 and has held it in 7 quarters since.
Nadler Financial Group's American Electric Power position peaked at $487K in Q1 2016.
910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.