San Luis Wealth Advisors’s American Electric Power AEP Stock Holding History

San Luis 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	$977K	Sell	7,143 -1,354	-16%	-$178K	0.15%	103
2026 Q1	$1.11M	Buy	8,497 +815	+11%	+$102K	0.18%	80
2025 Q4	$886K	Buy	7,682 +808	+12%	+$95.4K	0.15%	99
2025 Q3	$773K	Buy	6,874 +776	+13%	+$84.9K	0.14%	98
2025 Q2	$633K	Buy	6,098 +56	+0.9%	+$5.83K	0.14%	89
2025 Q1	$660K	Buy	+6,042	New	+$612K	0.15%	71

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

San Luis Wealth Advisors's AEP Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its American Electric Power (AEP) stake by 16% in Q2 2026, selling an estimated $178K and leaving 7,143 shares worth $977K. The position accounts for 0.15% of the portfolio, ranked #103.

San Luis Wealth Advisors first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

San Luis Wealth Advisors held 7,143 shares of American Electric Power worth $977K as of Q2 2026.
San Luis Wealth Advisors sold 1,354 American Electric Power shares in Q2 2026, an estimated $178K.
American Electric Power made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #103 holding.
San Luis Wealth Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
San Luis Wealth Advisors's American Electric Power position peaked at $1.11M in Q1 2026.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.