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Portside Wealth Group’s American Electric Power AEP Stock Holding History

Portside Wealth 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 		$1.34M Buy
9,786
+254
+3% +$33.5K 0.16% 149
2026
Q1 		$1.25M Buy
9,532
+77
+0.8% +$9.63K 0.17% 141
2025
Q4 		$1.09M Buy
9,455
+573
+6% +$67.7K 0.15% 155
2025
Q3 		$999K Buy
8,882
+536
+6% +$58.6K 0.14% 160
2025
Q2 		$866K Buy
8,346
+300
+4% +$31.2K 0.13% 170
2025
Q1 		$879K Buy
8,046
+992
+14% +$100K 0.14% 159
2024
Q4 		$651K Buy
7,054
+289
+4% +$28K 0.11% 194
2024
Q3 		$694K Buy
6,765
+295
+5% +$28.8K 0.12% 181
2024
Q2 		$568K Sell
6,470
-213
-3% -$18.6K 0.11% 188
2024
Q1 		$575K Buy
6,683
+191
+3% +$15.5K 0.11% 198
2023
Q4 		$527K Sell
6,492
-651
-9% -$50.5K 0.1% 202
2023
Q3 		$534K Buy
7,143
+598
+9% +$48.7K 0.1% 185
2023
Q2 		$551K Buy
+6,545
New +$578K 0.1% 189

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Portside Wealth Group's AEP Position: Q2 2026 in Review

Portside Wealth Group increased its American Electric Power (AEP) stake by 2.7% in Q2 2026, buying an estimated $33.5K and bringing the position to 9,786 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #149.

Portside Wealth Group first reported a position in AEP in Q2 2023 and has held it in 13 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Portside Wealth Group held 9,786 shares of American Electric Power worth $1.34M as of Q2 2026.
  • Portside Wealth Group bought 254 American Electric Power shares in Q2 2026, an estimated $33.5K.
  • American Electric Power made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #149 holding.
  • Portside Wealth Group first reported a position in American Electric Power in Q2 2023 and has held it in 13 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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