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

Nations 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 		$4.11M Buy
30,067
+656
+2% +$86.4K 0.2% 122
2026
Q1 		$3.86M Buy
29,411
+4,718
+19% +$590K 0.2% 123
2025
Q4 		$2.85M Buy
24,693
+5,259
+27% +$621K 0.15% 161
2025
Q3 		$2.19M Buy
19,434
+476
+3% +$52.1K 0.14% 182
2025
Q2 		$1.97M Buy
18,958
+13,757
+265% +$1.43M 0.14% 184
2025
Q1 		$568K Sell
5,201
-1,172
-18% -$119K 0.04% 395
2024
Q4 		$588K Sell
6,373
-932
-13% -$90.2K 0.04% 397
2024
Q3 		$750K Buy
7,305
+649
+10% +$63.3K 0.05% 338
2024
Q2 		$584K Buy
6,656
+362
+6% +$31.7K 0.05% 373
2024
Q1 		$542K Sell
6,294
-313
-5% -$25.4K 0.05% 393
2023
Q4 		$537K Sell
6,607
-428
-6% -$33.2K 0.05% 369
2023
Q3 		$529K Buy
7,035
+155
+2% +$12.6K 0.05% 353
2023
Q2 		$579K Buy
6,880
+248
+4% +$21.9K 0.06% 354
2023
Q1 		$604K Buy
6,632
+980
+17% +$89.6K 0.06% 321
2022
Q4 		$537K Buy
5,652
+2,161
+62% +$197K 0.06% 336
2022
Q3 		$302K Sell
3,491
-346
-9% -$34.2K 0.04% 391
2022
Q2 		$368K Sell
3,837
-58
-1% -$5.75K 0.05% 363
2022
Q1 		$389K Buy
3,895
+158
+4% +$14.4K 0.05% 368
2021
Q4 		$333K Buy
3,737
+17
+0.5% +$1.43K 0.04% 367
2021
Q3 		$302K Buy
3,720
+410
+12% +$35.8K 0.05% 358
2021
Q2 		$280K Buy
3,310
+174
+6% +$15K 0.05% 340
2021
Q1 		$266K Sell
3,136
-201
-6% -$16.2K 0.06% 309
2020
Q4 		$278K Buy
3,337
+22
+0.7% +$1.91K 0.07% 269
2020
Q3 		$271K Buy
3,315
+127
+4% +$10.5K 0.08% 237
2020
Q2 		$254K Buy
3,188
+6
+0.2% +$490 0.09% 225
2020
Q1 		$255K Sell
3,182
-84
-3% -$7.94K 0.11% 219
2019
Q4 		$309K Buy
3,266
+7
+0.2% +$647 0.11% 228
2019
Q3 		$308K Sell
3,259
-143
-4% -$13K 0.11% 225
2019
Q2 		$299K Buy
3,402
+7
+0.2% +$603 0.2% 134
2019
Q1 		$284K Buy
3,395
+8
+0.2% +$636 0.19% 132
2018
Q4 		$253K Sell
3,387
-45
-1% -$3.38K 0.2% 126
2018
Q3 		$243K Sell
3,432
-94
-3% -$6.69K 0.17% 147
2018
Q2 		$244K Buy
3,526
+10
+0.3% +$673 0.2% 137
2018
Q1 		$241K Buy
3,516
+9
+0.3% +$606 0.22% 128
2017
Q4 		$258K Buy
3,507
+100
+3% +$7.47K 0.24% 126
2017
Q3 		$239K Buy
3,407
+8
+0.2% +$570 0.23% 127
2017
Q2 		$236K Buy
3,399
+7
+0.2% +$486 0.19% 149
2017
Q1 		$228K Sell
3,392
-191
-5% -$12.4K 0.22% 131
2016
Q4 		$226K Buy
3,583
+9
+0.3% +$555 0.24% 129
2016
Q3 		$229K Buy
+3,574
New +$240K 0.23% 138

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
WG
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

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

Nations Financial Group increased its American Electric Power (AEP) stake by 2.2% in Q2 2026, buying an estimated $86.4K and bringing the position to 30,067 shares worth $4.11M. The position accounts for 0.2% of the portfolio, ranked #122.

Nations Financial Group first reported a position in AEP in Q3 2016 and has held it in 40 quarters since. 570 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Nations Financial Group held 30,067 shares of American Electric Power worth $4.11M as of Q2 2026.
  • Nations Financial Group bought 656 American Electric Power shares in Q2 2026, an estimated $86.4K.
  • American Electric Power made up 0.2% of Nations Financial Group's portfolio in Q2 2026, its #122 holding.
  • Nations Financial Group first reported a position in American Electric Power in Q3 2016 and has held it in 40 quarters since.
  • 570 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.