New England Capital Financial Advisors’s American Electric Power AEP Stock Holding History

New England Capital Financial 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	$11.8K	Hold	86	–	–	﹤0.01%	254
2026 Q1	$11.3K	Hold	86	–	–	﹤0.01%	248
2025 Q4	$9.92K	Hold	86	–	–	﹤0.01%	263
2025 Q3	$9.68K	Hold	86	–	–	﹤0.01%	261
2025 Q2	$8.92K	Hold	86	–	–	﹤0.01%	261
2025 Q1	$9.4K	Hold	86	–	–	﹤0.01%	238
2024 Q4	$7.93K	Hold	86	–	–	﹤0.01%	248
2024 Q3	$8.82K	Hold	86	–	–	﹤0.01%	241
2024 Q2	$7.55K	Hold	86	–	–	﹤0.01%	239
2024 Q1	$7.41K	Hold	86	–	–	﹤0.01%	242
2023 Q4	$6.99K	Hold	86	–	–	﹤0.01%	252
2023 Q3	$6.47K	Hold	86	–	–	﹤0.01%	255
2023 Q2	$7.24K	Hold	86	–	–	﹤0.01%	245
2023 Q1	$7.83K	Hold	86	–	–	0.01%	269
2022 Q4	$7.93K	Buy	+86	New	+$7.83K	0.01%	264

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

New England Capital Financial Advisors's AEP Position: Q2 2026 in Review

New England Capital Financial Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 86 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

New England Capital Financial Advisors first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 836 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

New England Capital Financial Advisors held 86 shares of American Electric Power worth $11.8K as of Q2 2026.
New England Capital Financial Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #254 holding.
New England Capital Financial Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
836 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.