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Scarborough Advisors’s American Electric Power AEP Stock Holding History

Scarborough 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
-70
Closed -$9.18K – 167
2026
Q1 		$9.18K Buy
70
+15
+27% +$1.88K ﹤0.01% 453
2025
Q4 		$6.34K Hold
55
– – ﹤0.01% 295
2025
Q3 		$6.19K Hold
55
– – ﹤0.01% 288
2025
Q2 		$5.71K Buy
+55
New +$5.72K ﹤0.01% 282
2024
Q3 		– Sell
-168
Closed -$14.7K – 112
2024
Q2 		$14.7K Buy
168
+5
+3% +$437 0.01% 185
2024
Q1 		$14K Buy
163
+20
+14% +$1.63K 0.01% 184
2023
Q4 		$0 Buy
+143
New +$11.1K ﹤0.01% 727

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

Scarborough Advisors's AEP Position: Q2 2026 in Review

Scarborough Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 70 shares — an estimated $9.18K sold.

Scarborough Advisors first reported a position in AEP in Q4 2023 and held it in 7 quarters. The position peaked at $14.7K in Q2 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Scarborough Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 70 American Electric Power shares in Q2 2026, an estimated $9.18K.
  • Scarborough Advisors first reported a position in American Electric Power in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's American Electric Power position peaked at $14.7K in Q2 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.