SFS
AEP icon

Sowell Financial Services’s American Electric Power AEP Stock Holding History

Sowell Financial Services’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 		$607K Sell
4,439
-32
-0.7% -$4.22K 0.02% 590
2026
Q1 		$586K Buy
4,471
+169
+4% +$21.1K 0.02% 589
2025
Q4 		$496K Buy
4,302
+247
+6% +$29.2K 0.02% 650
2025
Q3 		$456K Sell
4,055
-2,823
-41% -$309K 0.02% 659
2025
Q2 		$714K Sell
6,878
-57
-0.8% -$5.93K 0.03% 512
2025
Q1 		$758K Buy
+6,935
New +$702K 0.03% 476
2023
Q2 		– Sell
-2,925
Closed -$266K – 557
2023
Q1 		$266K Buy
+2,925
New +$268K 0.02% 602
2021
Q2 		– Sell
-4,296
Closed -$379K – 555
2021
Q1 		$379K Sell
4,296
-1,745
-29% -$141K 0.01% 753
2020
Q4 		$503K Sell
6,041
-601
-9% -$52.2K 0.02% 523
2020
Q3 		$543K Sell
6,642
-5,600
-46% -$461K 0.03% 449
2020
Q2 		$975K Buy
12,242
+4,556
+59% +$372K 0.05% 278
2020
Q1 		$615K Sell
7,686
-3,919
-34% -$371K 0.05% 343
2019
Q4 		$1.1M Buy
11,605
+4,971
+75% +$459K 0.08% 241
2019
Q3 		$622K Buy
+6,634
New +$602K 0.05% 348
2019
Q1 		$485K Sell
5,790
-157
-3% -$12.5K 0.05% 332
2018
Q4 		$445K Buy
5,947
+2,379
+67% +$179K 0.06% 296
2018
Q3 		$253K Buy
3,568
+28
+0.8% +$1.99K 0.04% 291
2018
Q2 		$251K Buy
3,540
+417
+13% +$28.1K 0.05% 245
2018
Q1 		$216K Buy
+3,123
New +$210K 0.05% 246
2017
Q1 		– Sell
-1,781
Closed -$113K – 261
2016
Q4 		$113K Buy
+1,781
New +$110K 0.04% 257

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

Sowell Financial Services's AEP Position: Q2 2026 in Review

Sowell Financial Services reduced its American Electric Power (AEP) stake by 0.72% in Q2 2026, selling an estimated $4.22K and leaving 4,439 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #590.

Sowell Financial Services first reported a position in AEP in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sowell Financial Services held 4,439 shares of American Electric Power worth $607K as of Q2 2026.
  • Sowell Financial Services sold 32 American Electric Power shares in Q2 2026, an estimated $4.22K.
  • American Electric Power made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #590 holding.
  • Sowell Financial Services first reported a position in American Electric Power in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's American Electric Power position peaked at $1.1M in Q4 2019.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.