SOA Wealth Advisors’s American Electric Power AEP Stock Holding History

SOA Wealth 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	$73.9K	Buy	540 +1	+0.2%	+$132	0.01%	322
2026 Q1	$70.6K	Sell	539 -93	-15%	-$11.6K	0.01%	318
2025 Q4	$72.8K	Buy	632 +2	+0.3%	+$236	0.01%	314
2025 Q3	$70.9K	Buy	630 +1	+0.2%	+$109	0.01%	328
2025 Q2	$65.3K	Sell	629 -186	-23%	-$19.4K	0.01%	322
2025 Q1	$89K	Buy	815 +2	+0.2%	+$203	0.02%	273
2024 Q4	$75K	Buy	813 +1	+0.1%	+$97	0.01%	282
2024 Q3	$83.3K	Buy	812 +2	+0.2%	+$195	0.02%	264
2024 Q2	$71.1K	Sell	810 -346	-30%	-$30.3K	0.01%	275
2024 Q1	$99.5K	Sell	1,156 -11	-0.9%	-$894	0.02%	246
2023 Q4	$94.8K	Buy	1,167 +1	+0.1%	+$78	0.02%	241
2023 Q3	$87.7K	Buy	1,166 +644	+123%	+$52.4K	0.02%	241
2023 Q2	$43.9K	Buy	522 +2	+0.4%	+$177	0.01%	309
2023 Q1	$47.4K	Buy	520 +1	+0.2%	+$91	0.01%	291
2022 Q4	$49.3K	Buy	519 +2	+0.4%	+$182	0.01%	281
2022 Q3	$44K	Buy	517 +1	+0.2%	+$99	0.01%	281
2022 Q2	$49K	Sell	516 -10	-2%	-$991	0.01%	267
2022 Q1	$52K	Buy	526 +1	+0.2%	+$91	0.01%	307
2021 Q4	$46K	Buy	525 +2	+0.4%	+$169	0.01%	304
2021 Q3	$42K	Buy	523 +74	+16%	+$6.46K	0.01%	327
2021 Q2	$38K	Buy	449 +2	+0.4%	+$172	0.01%	346
2021 Q1	$37K	Buy	447 +1	+0.2%	+$81	0.01%	303
2020 Q4	$35K	Buy	+446	New	+$38.7K	0.01%	309

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

SOA Wealth Advisors's AEP Position: Q2 2026 in Review

SOA Wealth Advisors increased its American Electric Power (AEP) stake by 0.19% in Q2 2026, buying an estimated $132 and bringing the position to 540 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #322.

SOA Wealth Advisors first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $99.5K in Q1 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

SOA Wealth Advisors held 540 shares of American Electric Power worth $73.9K as of Q2 2026.
SOA Wealth Advisors bought 1 American Electric Power share in Q2 2026, an estimated $132.
American Electric Power made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #322 holding.
SOA Wealth Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's American Electric Power position peaked at $99.5K in Q1 2024.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.