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

Provenance 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	$80K	Buy	585 +5	+0.9%	+$659	0.01%	199
2026 Q1	$76K	Hold	580	–	–	0.01%	180
2025 Q4	$66.9K	Hold	580	–	–	0.01%	187
2025 Q3	$65.3K	Hold	580	–	–	0.01%	196
2025 Q2	$60.2K	Sell	580 -1,210	-68%	-$126K	0.01%	199
2025 Q1	$196K	Sell	1,790 -1,041	-37%	-$105K	0.03%	134
2024 Q4	$261K	Sell	2,831 -9,302	-77%	-$900K	0.03%	127
2024 Q3	$1.24M	Sell	12,133 -44	-0.4%	-$4.29K	0.16%	53
2024 Q2	$1.07M	Buy	12,177 +60	+0.5%	+$5.25K	0.15%	59
2024 Q1	$1.04M	Buy	12,117 +345	+3%	+$28K	0.15%	62
2023 Q4	$956K	Buy	11,772 +365	+3%	+$28.3K	0.13%	66
2023 Q3	$858K	Buy	+11,407	New	+$928K	0.14%	60

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

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

Provenance Wealth Advisors increased its American Electric Power (AEP) stake by 0.86% in Q2 2026, buying an estimated $659 and bringing the position to 585 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #199.

Provenance Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Provenance Wealth Advisors held 585 shares of American Electric Power worth $80K as of Q2 2026.
Provenance Wealth Advisors bought 5 American Electric Power shares in Q2 2026, an estimated $659.
American Electric Power made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Provenance Wealth Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's American Electric Power position peaked at $1.24M in Q3 2024.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.