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Northstar Advisory Group’s American Electric Power AEP Stock Holding History

Northstar Advisory 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 		$466K Buy
3,405
+107
+3% +$14.1K 0.14% 86
2026
Q1 		$432K Buy
3,298
+985
+43% +$123K 0.16% 87
2025
Q4 		$267K Buy
+2,313
New +$273K 0.09% 97

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's AEP Position: Q2 2026 in Review

Northstar Advisory Group increased its American Electric Power (AEP) stake by 3.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,405 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #86.

Northstar Advisory Group first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Northstar Advisory Group held 3,405 shares of American Electric Power worth $466K as of Q2 2026.
  • Northstar Advisory Group bought 107 American Electric Power shares in Q2 2026, an estimated $14.1K.
  • American Electric Power made up 0.14% of Northstar Advisory Group's portfolio in Q2 2026, its #86 holding.
  • Northstar Advisory Group first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.