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Security National Bank’s American Electric Power AEP Stock Holding History

Security National Bank’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 		$177K Hold
1,294
– – 0.02% 163
2026
Q1 		$170K Buy
1,294
+27
+2% +$3.38K 0.02% 149
2025
Q4 		$146K Hold
1,267
– – 0.02% 160
2025
Q3 		$143K Hold
1,267
– – 0.02% 166
2025
Q2 		$131K Hold
1,267
– – 0.02% 148
2025
Q1 		$138K Hold
1,267
– – 0.03% 142
2024
Q4 		$117K Hold
1,267
– – 0.02% 150
2024
Q3 		$130K Buy
+1,267
New +$124K 0.02% 136
2024
Q1 		– Sell
-210
Closed -$17.1K – 278
2023
Q4 		$17.1K Buy
+210
New +$16.3K ﹤0.01% 240

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

Security National Bank's AEP Position: Q2 2026 in Review

Security National Bank held its American Electric Power (AEP) position steady in Q2 2026 at 1,294 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #163.

Security National Bank first reported a position in AEP in Q4 2023 and has held it in 9 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Security National Bank held 1,294 shares of American Electric Power worth $177K as of Q2 2026.
  • Security National Bank left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of Security National Bank's portfolio in Q2 2026, its #163 holding.
  • Security National Bank first reported a position in American Electric Power in Q4 2023 and has held it in 9 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.