Shulman DeMeo Asset Management’s American Electric Power AEP Stock Holding History

Shulman DeMeo 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	$752K	Buy	5,496 +4	+0.1%	+$527	0.14%	53
2026 Q1	$720K	Sell	5,492 -13	-0.2%	-$1.63K	0.15%	51
2025 Q4	$635K	Buy	5,505 +21	+0.4%	+$2.48K	0.14%	53
2025 Q3	$617K	Sell	5,484 -10	-0.2%	-$1.09K	0.14%	53
2025 Q2	$570K	Sell	5,494 -135	-2%	-$14K	0.14%	58
2025 Q1	$615K	Buy	5,629 +24	+0.4%	+$2.43K	0.17%	49
2024 Q4	$517K	Sell	5,605 -21	-0.4%	-$2.03K	0.14%	59
2024 Q3	$577K	Buy	5,626 +11	+0.2%	+$1.07K	0.14%	57
2024 Q2	$493K	Buy	5,615 +66	+1%	+$5.77K	0.13%	62
2024 Q1	$478K	Buy	5,549 +12	+0.2%	+$976	0.13%	70
2023 Q4	$450K	Buy	5,537 +168	+3%	+$13K	0.13%	70
2023 Q3	$404K	Sell	5,369 -4	-0.1%	-$325	0.13%	71
2023 Q2	$452K	Buy	5,373 +69	+1%	+$6.09K	0.14%	64
2023 Q1	$483K	Buy	5,304 +13	+0.2%	+$1.19K	0.15%	61
2022 Q4	$502K	Sell	5,291 -8	-0.2%	-$728	0.17%	59
2022 Q3	$458K	Sell	5,299 -107	-2%	-$10.6K	0.16%	57
2022 Q2	$519K	Buy	5,406 +35	+0.7%	+$3.47K	0.17%	56
2022 Q1	$536K	Buy	5,371 +420	+8%	+$38.4K	0.15%	66
2021 Q4	$440K	Buy	4,951 +493	+11%	+$41.6K	0.11%	82
2021 Q3	$362K	Buy	+4,458	New	+$389K	0.31%	52
2021 Q2	–	Sell	-4,001	Closed	-$339K	–	65
2021 Q1	$339K	Buy	+4,001	New	+$323K	0.09%	101

Other funds holding AEP

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Shulman DeMeo Asset Management's AEP Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its American Electric Power (AEP) stake by 0.07% in Q2 2026, buying an estimated $527 and bringing the position to 5,496 shares worth $752K. The position accounts for 0.14% of the portfolio, ranked #53.

Shulman DeMeo Asset Management first reported a position in AEP in Q1 2021 and has held it in 21 quarters since. 296 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Shulman DeMeo Asset Management held 5,496 shares of American Electric Power worth $752K as of Q2 2026.
Shulman DeMeo Asset Management bought 4 American Electric Power shares in Q2 2026, an estimated $527.
American Electric Power made up 0.14% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #53 holding.
Shulman DeMeo Asset Management first reported a position in American Electric Power in Q1 2021 and has held it in 21 quarters since.
296 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.