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Southland Equity Partners’s American Electric Power AEP Stock Holding History

Southland Equity Partners’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 		$666K Buy
4,869
+98
+2% +$12.9K 0.12% 137
2026
Q1 		$625K Sell
4,771
-27
-0.6% -$3.38K 0.12% 124
2025
Q4 		$553K Sell
4,798
-88
-2% -$10.4K 0.11% 131
2025
Q3 		$550K Buy
4,886
+529
+12% +$57.9K 0.11% 128
2025
Q2 		$452K Buy
4,357
+177
+4% +$18.4K 0.1% 138
2025
Q1 		$457K Buy
4,180
+261
+7% +$26.4K 0.11% 131
2024
Q4 		$361K Buy
3,919
+210
+6% +$20.3K 0.08% 149
2024
Q3 		$381K Buy
3,709
+388
+12% +$37.9K 0.09% 147
2024
Q2 		$291K Buy
3,321
+19
+0.6% +$1.66K 0.08% 161
2024
Q1 		$284K Buy
3,302
+133
+4% +$10.8K 0.08% 170
2023
Q4 		$257K Buy
3,169
+218
+7% +$16.9K 0.08% 163
2023
Q3 		$222K Buy
2,951
+230
+8% +$18.7K 0.08% 173
2023
Q2 		$229K Buy
2,721
+51
+2% +$4.5K 0.08% 169
2023
Q1 		$243K Buy
2,670
+80
+3% +$7.32K 0.1% 159
2022
Q4 		$246K Buy
2,590
+193
+8% +$17.6K 0.09% 150
2022
Q3 		$207K Buy
2,397
+39
+2% +$3.86K 0.1% 149
2022
Q2 		$226K Buy
2,358
+107
+5% +$10.6K 0.1% 145
2022
Q1 		$225K Buy
+2,251
New +$206K 0.09% 162

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

Southland Equity Partners's AEP Position: Q2 2026 in Review

Southland Equity Partners increased its American Electric Power (AEP) stake by 2.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 4,869 shares worth $666K. The position accounts for 0.12% of the portfolio, ranked #137.

Southland Equity Partners first reported a position in AEP in Q1 2022 and has held it in 18 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Southland Equity Partners held 4,869 shares of American Electric Power worth $666K as of Q2 2026.
  • Southland Equity Partners bought 98 American Electric Power shares in Q2 2026, an estimated $12.9K.
  • American Electric Power made up 0.12% of Southland Equity Partners's portfolio in Q2 2026, its #137 holding.
  • Southland Equity Partners first reported a position in American Electric Power in Q1 2022 and has held it in 18 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.