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Realta Investment Advisors’s American Electric Power AEP Stock Holding History

Realta Investment 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 		– Sell
-1,542
Closed -$202K – 379
2026
Q1 		$202K Buy
+1,542
New +$193K 0.07% 194
2024
Q4 		– Sell
-2,071
Closed -$205K – 341
2024
Q3 		$205K Sell
2,071
-2,169
-51% -$212K 0.09% 178
2024
Q2 		$372K Buy
4,240
+22
+0.5% +$1.93K 0.07% 278
2024
Q1 		$363K Buy
4,218
+57
+1% +$4.63K 0.07% 287
2023
Q4 		$338K Sell
4,161
-556
-12% -$43.2K 0.08% 292
2023
Q3 		$397K Hold
4,717
– – 0.09% 242
2023
Q2 		$397K Sell
4,717
-126
-3% -$11.1K 0.09% 252
2023
Q1 		$441K Sell
4,843
-319
-6% -$29.2K 0.11% 223
2022
Q4 		$490K Buy
5,162
+330
+7% +$30K 0.12% 209
2022
Q3 		$418K Sell
4,832
-313
-6% -$30.9K 0.11% 219
2022
Q2 		$504K Sell
5,145
-301
-6% -$29.8K 0.12% 187
2022
Q1 		$543K Buy
5,446
+216
+4% +$19.7K 0.11% 205
2021
Q4 		$465K Buy
5,230
+314
+6% +$26.5K 0.1% 227
2021
Q3 		$399K Buy
4,916
+348
+8% +$30.4K 0.09% 245
2021
Q2 		$386K Buy
4,568
+86
+2% +$7.41K 0.09% 245
2021
Q1 		$380K Buy
+4,482
New +$361K 0.1% 243
2020
Q1 		– Sell
-501
Closed -$47K – 314
2019
Q4 		$47K Buy
501
+116
+30% +$10.7K 0.01% 677
2019
Q3 		$37K Sell
385
-1,474
-79% -$134K 0.01% 747
2019
Q2 		$163K Buy
1,859
+1,618
+671% +$139K 0.05% 377
2019
Q1 		$21K Buy
+241
New +$19.2K 0.01% 742

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

Realta Investment Advisors's AEP Position: Q2 2026 in Review

Realta Investment Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 1,542 shares — an estimated $202K sold.

Realta Investment Advisors first reported a position in AEP in Q1 2019 and held it in 20 quarters. The position peaked at $543K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Realta Investment Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 1,542 American Electric Power shares in Q2 2026, an estimated $202K.
  • Realta Investment Advisors first reported a position in American Electric Power in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's American Electric Power position peaked at $543K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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