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New Perspectives Inc’s American Electric Power AEP Stock Holding History

New Perspectives Inc’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 		$308K Hold
2,250
– – 0.09% 38
2026
Q1 		$295K Hold
2,250
– – 0.1% 34
2025
Q4 		$259K Buy
+2,250
New +$266K 0.09% 39

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

New Perspectives Inc's AEP Position: Q2 2026 in Review

New Perspectives Inc held its American Electric Power (AEP) position steady in Q2 2026 at 2,250 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #38.

New Perspectives Inc first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • New Perspectives Inc held 2,250 shares of American Electric Power worth $308K as of Q2 2026.
  • New Perspectives Inc left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.09% of New Perspectives Inc's portfolio in Q2 2026, its #38 holding.
  • New Perspectives Inc first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.