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Seamount Financial Group’s American Electric Power AEP Stock Holding History

Seamount Financial Group’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 		$272K Buy
1,989
+10
+0.5% +$1.32K 0.11% 123
2026
Q1 		$259K Buy
1,979
+53
+3% +$6.63K 0.12% 120
2025
Q4 		$222K Buy
1,926
+26
+1% +$3.07K 0.1% 126
2025
Q3 		$214K Buy
+1,900
New +$208K 0.1% 129
2025
Q2 		– Sell
-1,877
Closed -$205K – 130
2025
Q1 		$205K Buy
+1,877
New +$190K 0.14% 98

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

Seamount Financial Group's AEP Position: Q2 2026 in Review

Seamount Financial Group increased its American Electric Power (AEP) stake by 0.51% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,989 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #123.

Seamount Financial Group first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Seamount Financial Group held 1,989 shares of American Electric Power worth $272K as of Q2 2026.
  • Seamount Financial Group bought 10 American Electric Power shares in Q2 2026, an estimated $1.32K.
  • American Electric Power made up 0.11% of Seamount Financial Group's portfolio in Q2 2026, its #123 holding.
  • Seamount Financial Group first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.