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

SpringVest 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	$6.8M	Sell	49,687 -600	-1%	-$79K	4.28%	8
2026 Q1	$6.59M	Sell	50,287 -890	-2%	-$111K	4.5%	8
2025 Q4	$5.9M	Buy	51,177 +16,698	+48%	+$1.97M	4.11%	8
2025 Q3	$3.88M	Buy	34,479 +1	+0%	+$109	2.85%	9
2025 Q2	$3.58M	Buy	34,478 +4	+0%	+$416	2.9%	9
2025 Q1	$3.77M	Sell	34,474 -261	-0.8%	-$26.4K	3.12%	9
2024 Q4	$3.2M	Buy	+34,735	New	+$3.36M	2.74%	10

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

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

SpringVest Wealth Management reduced its American Electric Power (AEP) stake by 1.2% in Q2 2026, selling an estimated $79K and leaving 49,687 shares worth $6.8M. The position accounts for 4.28% of the portfolio, ranked #8.

SpringVest Wealth Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

SpringVest Wealth Management held 49,687 shares of American Electric Power worth $6.8M as of Q2 2026.
SpringVest Wealth Management sold 600 American Electric Power shares in Q2 2026, an estimated $79K.
American Electric Power made up 4.28% of SpringVest Wealth Management's portfolio in Q2 2026, its #8 holding.
SpringVest Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.