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

Sax 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 		$478K Buy
3,646
+1,082
+42% +$143K 0.02% 349
2026
Q1 		$296K Hold
2,564
– – 0.01% 392
2025
Q4 		$296K Buy
+2,564
New +$303K 0.01% 400

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Sax Wealth Advisors increased its American Electric Power (AEP) stake by 42% in Q2 2026, buying an estimated $143K and bringing the position to 3,646 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #349.

Sax Wealth Advisors first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sax Wealth Advisors held 3,646 shares of American Electric Power worth $478K as of Q2 2026.
  • Sax Wealth Advisors bought 1,082 American Electric Power shares in Q2 2026, an estimated $143K.
  • American Electric Power made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Sax Wealth Advisors first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.