Shakespeare Wealth Management’s American Electric Power AEP Stock Holding History

Shakespeare Wealth 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	$360K	Hold	2,633	–	–	0.1%	61
2026 Q1	$345K	Hold	2,633	–	–	0.08%	75
2025 Q4	$304K	Hold	2,633	–	–	0.07%	83
2025 Q3	$296K	Buy	2,633 +6	+0.2%	+$656	0.07%	83
2025 Q2	$273K	Hold	2,627	–	–	0.07%	81
2025 Q1	$287K	Hold	2,627	–	–	0.08%	81
2024 Q4	$242K	Buy	2,627 +6	+0.2%	+$581	0.07%	88
2024 Q3	$269K	Buy	2,621 +4	+0.2%	+$390	0.07%	83
2024 Q2	$230K	Buy	2,617 +4	+0.2%	+$350	0.07%	80
2024 Q1	$225K	Hold	2,613	–	–	0.07%	81
2023 Q4	$212K	Buy	+2,613	New	+$203K	0.07%	80
2023 Q3	–	Sell	-2,613	Closed	-$220K	–	80
2023 Q2	$220K	Hold	2,613	–	–	0.08%	73
2023 Q1	$238K	Hold	2,613	–	–	0.08%	67
2022 Q4	$248K	Hold	2,613	–	–	0.09%	64
2022 Q3	$226K	Hold	2,613	–	–	0.1%	63
2022 Q2	$249K	Hold	2,613	–	–	0.1%	62
2022 Q1	$263K	Hold	2,613	–	–	0.09%	64
2021 Q4	$232K	Hold	2,613	–	–	0.08%	66
2021 Q3	$213K	Hold	2,613	–	–	0.08%	71
2021 Q2	$233K	Hold	2,613	–	–	0.09%	64
2021 Q1	$221K	Hold	2,613	–	–	0.09%	67
2020 Q4	$218K	Sell	2,613 -335	-11%	-$29.1K	0.09%	66
2020 Q3	$241K	Hold	2,948	–	–	0.13%	61
2020 Q2	$235K	Hold	2,948	–	–	0.14%	59
2020 Q1	$236K	Hold	2,948	–	–	0.16%	50
2019 Q4	$279K	Hold	2,948	–	–	0.15%	63
2019 Q3	$276K	Sell	2,948 -273	-8%	-$24.8K	0.16%	62
2019 Q2	$283K	Buy	+3,221	New	+$278K	0.18%	60

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Shakespeare Wealth Management's AEP Position: Q2 2026 in Review

Shakespeare Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,633 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #61.

Shakespeare Wealth Management first reported a position in AEP in Q2 2019 and has held it in 28 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Shakespeare Wealth Management held 2,633 shares of American Electric Power worth $360K as of Q2 2026.
Shakespeare Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.1% of Shakespeare Wealth Management's portfolio in Q2 2026, its #61 holding.
Shakespeare Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 28 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.