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Summit Financial Strategies’s American Electric Power AEP Stock Holding History

Summit Financial Strategies’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 		$281K Sell
2,053
-3,001
-59% -$395K 0.02% 135
2026
Q1 		$662K Hold
5,054
– – 0.05% 85
2025
Q4 		$583K Buy
5,054
+56
+1% +$6.61K 0.05% 86
2025
Q3 		$562K Hold
4,998
– – 0.05% 85
2025
Q2 		$519K Sell
4,998
-156
-3% -$16.2K 0.05% 85
2025
Q1 		$563K Sell
5,154
-116
-2% -$11.8K 0.06% 78
2024
Q4 		$486K Buy
5,270
+342
+7% +$33.1K 0.05% 86
2024
Q3 		$506K Sell
4,928
-100
-2% -$9.76K 0.06% 82
2024
Q2 		$441K Sell
5,028
-14
-0.3% -$1.23K 0.05% 86
2024
Q1 		$434K Hold
5,042
– – 0.06% 86
2023
Q4 		$409K Hold
5,042
– – 0.06% 87
2023
Q3 		$379K Sell
5,042
-496
-9% -$40.4K 0.07% 83
2023
Q2 		$466K Buy
5,538
+10
+0.2% +$883 0.09% 67
2023
Q1 		$503K Buy
5,528
+3,001
+119% +$275K 0.1% 67
2022
Q4 		$240K Sell
2,527
-1,500
-37% -$137K 0.05% 102
2022
Q3 		$348K Buy
4,027
+1,500
+59% +$148K 0.08% 79
2022
Q2 		$242K Hold
2,527
– – 0.06% 101
2022
Q1 		$252K Buy
2,527
+17
+0.7% +$1.55K 0.05% 98
2021
Q4 		$223K Hold
2,510
– – 0.04% 114
2021
Q3 		$204K Sell
2,510
-22
-0.9% -$1.92K 0.04% 116
2021
Q2 		$214K Buy
+2,532
New +$218K 0.04% 114

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

Summit Financial Strategies's AEP Position: Q2 2026 in Review

Summit Financial Strategies reduced its American Electric Power (AEP) stake by 59% in Q2 2026, selling an estimated $395K and leaving 2,053 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #135.

Summit Financial Strategies first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $662K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Summit Financial Strategies held 2,053 shares of American Electric Power worth $281K as of Q2 2026.
  • Summit Financial Strategies sold 3,001 American Electric Power shares in Q2 2026, an estimated $395K.
  • American Electric Power made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #135 holding.
  • Summit Financial Strategies first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial Strategies's American Electric Power position peaked at $662K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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