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Secure Asset Management’s American Electric Power AEP Stock Holding History

Secure Asset Management’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 		$903K Sell
6,597
-221
-3% -$29.1K 0.13% 135
2026
Q1 		$894K Sell
6,818
-268
-4% -$33.5K 0.14% 138
2025
Q4 		$817K Buy
7,086
+386
+6% +$45.6K 0.13% 144
2025
Q3 		$755K Sell
6,700
-555
-8% -$60.7K 0.12% 144
2025
Q2 		$753K Buy
7,255
+668
+10% +$69.5K 0.14% 154
2025
Q1 		$720K Sell
6,587
-17,329
-72% -$1.76M 0.14% 141
2024
Q4 		$2.21M Buy
23,916
+4,370
+22% +$423K 0.33% 71
2024
Q3 		$2.01M Buy
19,546
+2,178
+13% +$213K 0.34% 64
2024
Q2 		$1.52M Buy
17,368
+715
+4% +$62.5K 0.29% 83
2024
Q1 		$1.43M Buy
16,653
+455
+3% +$37K 0.34% 74
2023
Q4 		$1.32M Buy
16,198
+254
+2% +$19.7K 0.35% 66
2023
Q3 		$1.2M Sell
15,944
-3,907
-20% -$318K 0.36% 64
2023
Q2 		$1.67M Buy
19,851
+1,214
+7% +$107K 0.51% 53
2023
Q1 		$1.7M Buy
18,637
+1,802
+11% +$165K 0.57% 50
2022
Q4 		$1.6M Buy
16,835
+11,211
+199% +$1.02M 0.57% 47
2022
Q3 		$486K Buy
5,624
+1,248
+29% +$123K 0.27% 73
2022
Q2 		$420K Buy
+4,376
New +$434K 0.23% 86

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

Secure Asset Management's AEP Position: Q2 2026 in Review

Secure Asset Management reduced its American Electric Power (AEP) stake by 3.2% in Q2 2026, selling an estimated $29.1K and leaving 6,597 shares worth $903K. The position accounts for 0.13% of the portfolio, ranked #135.

Secure Asset Management first reported a position in AEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Secure Asset Management held 6,597 shares of American Electric Power worth $903K as of Q2 2026.
  • Secure Asset Management sold 221 American Electric Power shares in Q2 2026, an estimated $29.1K.
  • American Electric Power made up 0.13% of Secure Asset Management's portfolio in Q2 2026, its #135 holding.
  • Secure Asset Management first reported a position in American Electric Power in Q2 2022 and has held it in 17 quarters since.
  • Secure Asset Management's American Electric Power position peaked at $2.21M in Q4 2024.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.