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

Physician 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 		$27.4K Sell
200
-1
-0.5% -$132 ﹤0.01% 577
2026
Q1 		$26.3K Buy
201
+7
+4% +$876 ﹤0.01% 559
2025
Q4 		$22.4K Buy
194
+32
+20% +$3.78K ﹤0.01% 558
2025
Q3 		$18.2K Buy
+162
New +$17.7K ﹤0.01% 596

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

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

Physician Wealth Advisors reduced its American Electric Power (AEP) stake by 0.5% in Q2 2026, selling an estimated $132 and leaving 200 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Physician Wealth Advisors first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Physician Wealth Advisors held 200 shares of American Electric Power worth $27.4K as of Q2 2026.
  • Physician Wealth Advisors sold 1 American Electric Power share in Q2 2026, an estimated $132.
  • American Electric Power made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #577 holding.
  • Physician Wealth Advisors first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 877 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.