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Sierra Summit Advisors’s American Electric Power AEP Stock Holding History

Sierra Summit Advisors’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 		$1.1M Buy
8,059
+74
+0.9% +$9.75K 0.12% 117
2026
Q1 		$1.05M Buy
7,985
+465
+6% +$58.2K 0.15% 98
2025
Q4 		$867K Buy
7,520
+155
+2% +$18.3K 0.13% 112
2025
Q3 		$829K Buy
7,365
+103
+1% +$11.3K 0.13% 122
2025
Q2 		$754K Sell
7,262
-141
-2% -$14.7K 0.13% 110
2025
Q1 		$809K Sell
7,403
-4
-0.1% -$405 0.18% 83
2024
Q4 		$683K Buy
7,407
+749
+11% +$72.5K 0.14% 85
2024
Q3 		$683K Buy
6,658
+1,740
+35% +$170K 0.16% 83
2024
Q2 		$432K Buy
4,918
+755
+18% +$66K 0.11% 104
2024
Q1 		$358K Sell
4,163
-1,688
-29% -$137K 0.1% 114
2023
Q4 		$475K Buy
+5,851
New +$454K 0.14% 88

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

Sierra Summit Advisors's AEP Position: Q2 2026 in Review

Sierra Summit Advisors increased its American Electric Power (AEP) stake by 0.93% in Q2 2026, buying an estimated $9.75K and bringing the position to 8,059 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #117.

Sierra Summit Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sierra Summit Advisors held 8,059 shares of American Electric Power worth $1.1M as of Q2 2026.
  • Sierra Summit Advisors bought 74 American Electric Power shares in Q2 2026, an estimated $9.75K.
  • American Electric Power made up 0.12% of Sierra Summit Advisors's portfolio in Q2 2026, its #117 holding.
  • Sierra Summit Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.