Octavia Wealth Advisors’s American Electric Power AEP Stock Holding History

Octavia Wealth 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	$319K	Sell	2,332 -1,245	-35%	-$164K	0.03%	167
2026 Q1	$469K	Buy	3,577 +1,673	+88%	+$209K	0.04%	134
2025 Q4	$220K	Sell	1,904 -1,883	-50%	-$222K	0.02%	225
2025 Q3	$426K	Buy	+3,787	New	+$414K	0.04%	150
2025 Q2	–	Sell	-1,962	Closed	-$214K	–	232
2025 Q1	$214K	Buy	+1,962	New	+$199K	0.03%	212
2023 Q4	–	Sell	-3,976	Closed	-$299K	–	222
2023 Q3	$299K	Buy	+3,976	New	+$324K	0.06%	147

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Octavia Wealth Advisors's AEP Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its American Electric Power (AEP) stake by 35% in Q2 2026, selling an estimated $164K and leaving 2,332 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #167.

Octavia Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 6 quarters since. The position peaked at $469K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Octavia Wealth Advisors held 2,332 shares of American Electric Power worth $319K as of Q2 2026.
Octavia Wealth Advisors sold 1,245 American Electric Power shares in Q2 2026, an estimated $164K.
American Electric Power made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Octavia Wealth Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 6 quarters since.
Octavia Wealth Advisors's American Electric Power position peaked at $469K in Q1 2026.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.