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Sound Income Strategies’s American Electric Power AEP Stock Holding History

Sound Income Strategies’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 		– Sell
-451
Closed -$59.4K – 521
2026
Q1 		$59.4K Sell
451
-80
-15% -$10K ﹤0.01% 760
2025
Q4 		$63.7K Buy
531
+415
+358% +$49K ﹤0.01% 713
2025
Q3 		$13.6K Buy
116
+50
+76% +$5.47K ﹤0.01% 924
2025
Q2 		$6.85K Sell
66
-60
-48% -$6.24K ﹤0.01% 1025
2025
Q1 		$13.8K Buy
126
+60
+91% +$6.08K ﹤0.01% 815
2024
Q4 		$6.09K Sell
66
-15
-19% -$1.45K ﹤0.01% 952
2024
Q3 		$8.31K Sell
81
-65
-45% -$6.34K ﹤0.01% 837
2024
Q2 		$12.8K Sell
146
-18
-11% -$1.57K ﹤0.01% 728
2024
Q1 		$14.1K Sell
164
-505
-75% -$41.1K ﹤0.01% 662
2023
Q4 		$54.3K Buy
669
+603
+914% +$46.8K ﹤0.01% 386
2023
Q3 		$4.96K Hold
66
– – ﹤0.01% 754
2023
Q2 		$5.58K Hold
66
– – ﹤0.01% 717
2023
Q1 		$6K Sell
66
-18
-21% -$1.65K ﹤0.01% 670
2022
Q4 		$7.98K Hold
84
– – ﹤0.01% 567
2022
Q3 		$7K Hold
84
– – ﹤0.01% 519
2022
Q2 		$8K Hold
84
– – ﹤0.01% 497
2022
Q1 		$8K Hold
84
– – ﹤0.01% 505
2021
Q4 		$7K Buy
84
+39
+87% +$3.29K ﹤0.01% 521
2021
Q3 		$4K Hold
45
– – ﹤0.01% 586
2021
Q2 		$4K Buy
45
+18
+67% +$1.55K ﹤0.01% 615
2021
Q1 		$2.29K Hold
27
– – ﹤0.01% 751
2020
Q4 		$2K Hold
27
– – ﹤0.01% 695
2020
Q3 		$2K Buy
+27
New +$2.22K ﹤0.01% 644
2020
Q1 		– Sell
-540
Closed -$51K – 745
2019
Q4 		$51K Hold
540
– – 0.01% 126
2019
Q3 		$51K Hold
540
– – 0.02% 111
2019
Q2 		$48K Buy
540
+460
+575% +$39.6K 0.02% 129
2019
Q1 		$7K Buy
80
+40
+100% +$3.18K ﹤0.01% 383
2018
Q4 		$3K Buy
+40
New +$3K ﹤0.01% 472
2018
Q2 		– Sell
-18
Closed -$1K – 609
2018
Q1 		$1K Hold
18
– – ﹤0.01% 502
2017
Q4 		$1K Buy
+18
New +$1.34K ﹤0.01% 430

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Sound Income Strategies's AEP Position: Q2 2026 in Review

Sound Income Strategies sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 451 shares — an estimated $59.4K sold.

Sound Income Strategies first reported a position in AEP in Q4 2017 and held it in 30 quarters. The position peaked at $63.7K in Q4 2025. 908 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sound Income Strategies reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 451 American Electric Power shares in Q2 2026, an estimated $59.4K.
  • Sound Income Strategies first reported a position in American Electric Power in Q4 2017 and held it in 30 quarters.
  • Sound Income Strategies's American Electric Power position peaked at $63.7K in Q4 2025.
  • 908 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.