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Quantum Financial Advisors’s American Electric Power AEP Stock Holding History

Quantum Financial 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 		$268K Sell
1,956
-38
-2% -$5.01K 0.03% 196
2026
Q1 		$261K Hold
1,994
– – 0.03% 187
2025
Q4 		$230K Buy
1,994
+44
+2% +$5.2K 0.03% 193
2025
Q3 		$219K Hold
1,950
– – 0.03% 179
2025
Q2 		$202K Buy
1,950
+26
+1% +$2.71K 0.03% 178
2025
Q1 		$210K Buy
+1,924
New +$195K 0.03% 169

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

Quantum Financial Advisors's AEP Position: Q2 2026 in Review

Quantum Financial Advisors reduced its American Electric Power (AEP) stake by 1.9% in Q2 2026, selling an estimated $5.01K and leaving 1,956 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #196.

Quantum Financial Advisors first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Quantum Financial Advisors held 1,956 shares of American Electric Power worth $268K as of Q2 2026.
  • Quantum Financial Advisors sold 38 American Electric Power shares in Q2 2026, an estimated $5.01K.
  • American Electric Power made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #196 holding.
  • Quantum Financial Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.