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SRH Advisors’s American Electric Power AEP Stock Holding History

SRH Advisors’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 		$137K Hold
1,000
– – 0.03% 94
2026
Q1 		$131K Hold
1,000
– – 0.04% 88
2025
Q4 		$115K Hold
1,000
– – 0.03% 98
2025
Q3 		$113K Hold
1,000
– – 0.03% 95
2025
Q2 		$104K Hold
1,000
– – 0.03% 95
2025
Q1 		$109K Hold
1,000
– – 0.03% 89
2024
Q4 		$92.2K Hold
1,000
– – 0.03% 95
2024
Q3 		$103K Hold
1,000
– – 0.03% 92
2024
Q2 		$87.7K Sell
1,000
-39
-4% -$3.41K 0.03% 92
2024
Q1 		$89.5K Buy
1,039
+39
+4% +$3.17K 0.03% 95
2023
Q4 		$81.2K Hold
1,000
– – 0.03% 102
2023
Q3 		$75.2K Buy
+1,000
New +$81.4K 0.04% 96

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

SRH Advisors's AEP Position: Q2 2026 in Review

SRH Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 1,000 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #94.

SRH Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SRH Advisors held 1,000 shares of American Electric Power worth $137K as of Q2 2026.
  • SRH Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of SRH Advisors's portfolio in Q2 2026, its #94 holding.
  • SRH Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.