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Spire Wealth Management’s American Electric Power AEP Stock Holding History

Spire Wealth Management’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 		$605K Sell
4,423
-7,324
-62% -$965K 0.02% 508
2026
Q1 		$1.54M Buy
11,747
+908
+8% +$114K 0.05% 308
2025
Q4 		$1.25M Buy
10,839
+6,993
+182% +$826K 0.04% 352
2025
Q3 		$433K Sell
3,846
-708
-16% -$77.5K 0.01% 567
2025
Q2 		$473K Sell
4,554
-17,204
-79% -$1.79M 0.02% 524
2025
Q1 		$2.38M Buy
21,758
+17,962
+473% +$1.82M 0.08% 242
2024
Q4 		$350K Buy
3,796
+74
+2% +$7.16K 0.01% 665
2024
Q3 		$382K Buy
3,722
+247
+7% +$24.1K 0.01% 583
2024
Q2 		$305K Buy
3,475
+313
+10% +$27.4K 0.01% 608
2024
Q1 		$272K Buy
3,162
+379
+14% +$30.8K ﹤0.01% 690
2023
Q4 		$216K Sell
2,783
-379
-12% -$29.4K 0.01% 738
2023
Q3 		$238K Sell
3,162
-40
-1% -$3.25K 0.01% 664
2023
Q2 		$270K Sell
3,202
-4
-0.1% -$353 0.01% 634
2023
Q1 		$292K Buy
3,206
+1,452
+83% +$133K 0.01% 620
2022
Q4 		$167K Buy
1,754
+18
+1% +$1.64K 0.01% 598
2022
Q3 		$150K Sell
1,736
-1,276
-42% -$126K 0.01% 598
2022
Q2 		$289K Sell
3,012
-914
-23% -$90.6K 0.01% 645
2022
Q1 		$392K Sell
3,926
-5,208
-57% -$476K 0.01% 643
2021
Q4 		$813K Buy
9,134
+6,552
+254% +$553K 0.02% 538
2021
Q3 		$210K Buy
2,582
+9
+0.3% +$786 0.01% 896
2021
Q2 		$218K Sell
2,573
-7,520
-75% -$647K 0.01% 913
2021
Q1 		$856K Buy
+10,093
New +$814K 0.02% 497

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

Spire Wealth Management's AEP Position: Q2 2026 in Review

Spire Wealth Management reduced its American Electric Power (AEP) stake by 62% in Q2 2026, selling an estimated $965K and leaving 4,423 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #508.

Spire Wealth Management first reported a position in AEP in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.38M in Q1 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Spire Wealth Management held 4,423 shares of American Electric Power worth $605K as of Q2 2026.
  • Spire Wealth Management sold 7,324 American Electric Power shares in Q2 2026, an estimated $965K.
  • American Electric Power made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Spire Wealth Management first reported a position in American Electric Power in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's American Electric Power position peaked at $2.38M in Q1 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.