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Sovereign Financial Group’s American Electric Power AEP Stock Holding History

Sovereign Financial Group’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 		$1.11M Buy
8,142
+72
+0.9% +$9.48K 0.17% 107
2026
Q1 		$1.06M Buy
8,070
+348
+5% +$43.5K 0.18% 103
2025
Q4 		$890K Buy
7,722
+364
+5% +$43K 0.15% 123
2025
Q3 		$828K Buy
7,358
+272
+4% +$29.8K 0.16% 127
2025
Q2 		$735K Buy
7,086
+1,125
+19% +$117K 0.15% 125
2025
Q1 		$651K Buy
5,961
+1,592
+36% +$161K 0.15% 130
2024
Q4 		$403K Buy
4,369
+468
+12% +$45.3K 0.09% 198
2024
Q3 		$400K Sell
3,901
-10
-0.3% -$976 0.09% 191
2024
Q2 		$343K Buy
3,911
+28
+0.7% +$2.45K 0.09% 198
2024
Q1 		$334K Buy
3,883
+19
+0.5% +$1.54K 0.09% 201
2023
Q4 		$314K Sell
3,864
-205
-5% -$15.9K 0.1% 185
2023
Q3 		$306K Buy
4,069
+18
+0.4% +$1.47K 0.11% 174
2023
Q2 		$341K Buy
4,051
+493
+14% +$43.5K 0.11% 179
2023
Q1 		$324K Buy
3,558
+10
+0.3% +$915 0.12% 166
2022
Q4 		$337K Buy
3,548
+303
+9% +$27.6K 0.13% 158
2022
Q3 		$281K Sell
3,245
-47
-1% -$4.65K 0.11% 159
2022
Q2 		$316K Buy
3,292
+12
+0.4% +$1.19K 0.12% 146
2022
Q1 		$327K Buy
3,280
+200
+6% +$18.3K 0.12% 163
2021
Q4 		$274K Buy
+3,080
New +$260K 0.11% 169

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

Sovereign Financial Group's AEP Position: Q2 2026 in Review

Sovereign Financial Group increased its American Electric Power (AEP) stake by 0.89% in Q2 2026, buying an estimated $9.48K and bringing the position to 8,142 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #107.

Sovereign Financial Group first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sovereign Financial Group held 8,142 shares of American Electric Power worth $1.11M as of Q2 2026.
  • Sovereign Financial Group bought 72 American Electric Power shares in Q2 2026, an estimated $9.48K.
  • American Electric Power made up 0.17% of Sovereign Financial Group's portfolio in Q2 2026, its #107 holding.
  • Sovereign Financial Group first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.