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PFG Investments’s American Electric Power AEP Stock Holding History

PFG Investments’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 		$4.01M Sell
29,325
-895
-3% -$118K 0.16% 125
2026
Q1 		$3.96M Buy
30,220
+1,320
+5% +$165K 0.18% 100
2025
Q4 		$3.33M Buy
28,900
+4,077
+16% +$482K 0.16% 119
2025
Q3 		$2.79M Buy
24,823
+83
+0.3% +$9.08K 0.15% 130
2025
Q2 		$2.57M Buy
24,740
+108
+0.4% +$11.2K 0.15% 126
2025
Q1 		$2.69M Sell
24,632
-682
-3% -$69.1K 0.17% 106
2024
Q4 		$2.33M Sell
25,314
-414
-2% -$40.1K 0.15% 128
2024
Q3 		$2.64M Sell
25,728
-543
-2% -$53K 0.17% 109
2024
Q2 		$2.3M Buy
26,271
+1,253
+5% +$110K 0.16% 117
2024
Q1 		$2.15M Buy
25,018
+22,062
+746% +$1.79M 0.13% 177
2023
Q4 		$240K Buy
+2,956
New +$229K 0.04% 407
2023
Q3 		– Sell
-2,769
Closed -$233K – 512
2023
Q2 		$233K Sell
2,769
-207
-7% -$18.3K 0.04% 432
2023
Q1 		$271K Buy
+2,976
New +$272K 0.06% 369

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

PFG Investments's AEP Position: Q2 2026 in Review

PFG Investments reduced its American Electric Power (AEP) stake by 3% in Q2 2026, selling an estimated $118K and leaving 29,325 shares worth $4.01M. The position accounts for 0.16% of the portfolio, ranked #125.

PFG Investments first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • PFG Investments held 29,325 shares of American Electric Power worth $4.01M as of Q2 2026.
  • PFG Investments sold 895 American Electric Power shares in Q2 2026, an estimated $118K.
  • American Electric Power made up 0.16% of PFG Investments's portfolio in Q2 2026, its #125 holding.
  • PFG Investments first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
  • 673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.