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SVB Wealth’s American Electric Power AEP Stock Holding History

SVB Wealth’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 		$639K Sell
4,674
-247
-5% -$32.5K 0.04% 245
2026
Q1 		$645K Sell
4,921
-8,267
-63% -$1.03M 0.04% 242
2025
Q4 		$1.52M Buy
13,188
+8,742
+197% +$1.03M 0.09% 166
2025
Q3 		$500K Buy
4,446
+193
+5% +$21.1K 0.03% 294
2025
Q2 		$441K Sell
4,253
-5,166
-55% -$537K 0.02% 315
2025
Q1 		$1.03M Buy
9,419
+538
+6% +$54.5K 0.04% 156
2024
Q4 		$819K Buy
+8,881
New +$859K 0.02% 356
2024
Q3 		– Sell
-8,609
Closed -$755K – 33
2024
Q2 		$755K Sell
8,609
-105
-1% -$9.19K 0.02% 365
2024
Q1 		$750K Sell
8,714
-177
-2% -$14.4K 0.02% 400
2023
Q4 		$722K Buy
8,891
+1,481
+20% +$115K 0.02% 398
2023
Q3 		$557K Sell
7,410
-1,284
-15% -$104K 0.01% 426
2023
Q2 		$732K Sell
8,694
-5,146
-37% -$455K 0.01% 394
2023
Q1 		$1.26M Buy
13,840
+61
+0.4% +$5.58K 0.02% 339
2022
Q4 		$1.31M Sell
13,779
-393
-3% -$35.8K 0.02% 350
2022
Q3 		$1.23M Buy
14,172
+2,579
+22% +$255K 0.02% 331
2022
Q2 		$1.11M Buy
11,593
+171
+1% +$16.9K 0.02% 303
2022
Q1 		$1.14M Buy
11,422
+515
+5% +$47.1K 0.02% 307
2021
Q4 		$970K Buy
10,907
+550
+5% +$46.4K 0.02% 314
2021
Q3 		$841K Buy
10,357
+197
+2% +$17.2K 0.01% 442
2021
Q2 		$859K Buy
10,160
+22
+0.2% +$1.89K 0.01% 422
2021
Q1 		$859K Sell
10,138
-195
-2% -$15.7K 0.01% 378
2020
Q4 		$860K Buy
10,333
+122
+1% +$10.6K 0.01% 353
2020
Q3 		$834K Buy
10,211
+279
+3% +$23K 0.01% 321
2020
Q2 		$791K Sell
9,932
-460
-4% -$37.5K 0.01% 301
2020
Q1 		$831K Buy
10,392
+841
+9% +$79.5K 0.02% 252
2019
Q4 		$903K Sell
9,551
-915
-9% -$84.5K 0.02% 319
2019
Q3 		$981K Buy
10,466
+283
+3% +$25.7K 0.02% 280
2019
Q2 		$896K Sell
10,183
-263
-3% -$22.7K 0.03% 301
2019
Q1 		$875K Buy
10,446
+264
+3% +$21K 0.03% 234
2018
Q4 		$761K Buy
10,182
+14
+0.1% +$1.05K 0.03% 246
2018
Q3 		$721K Buy
10,168
+168
+2% +$12K 0.03% 291
2018
Q2 		$693K Sell
10,000
-400
-4% -$26.9K 0.03% 296
2018
Q1 		$713K Sell
10,400
-229
-2% -$15.4K 0.03% 310
2017
Q4 		$782K Buy
10,629
+2,674
+34% +$200K 0.03% 293
2017
Q3 		$559K Buy
7,955
+1,156
+17% +$82.4K 0.02% 336
2017
Q2 		$472K Sell
6,799
-986
-13% -$68.5K 0.02% 358
2017
Q1 		$523K Sell
7,785
-275
-3% -$17.8K 0.02% 343
2016
Q4 		$507K Sell
8,060
-955
-11% -$58.9K 0.02% 336
2016
Q3 		$579K Sell
9,015
-2,255
-20% -$152K 0.02% 317
2016
Q2 		$790K Buy
11,270
+521
+5% +$34.1K 0.03% 285
2016
Q1 		$714K Sell
10,749
-611
-5% -$37.8K 0.03% 295
2015
Q4 		$662K Buy
11,360
+1,100
+11% +$62.3K 0.03% 331
2015
Q3 		$583K Buy
10,260
+170
+2% +$9.43K 0.02% 382
2015
Q2 		$534K Buy
10,090
+60
+0.6% +$3.32K 0.02% 429
2015
Q1 		$564K Buy
10,030
+200
+2% +$11.9K 0.02% 398
2014
Q4 		$597K Buy
+9,830
New +$562K 0.02% 375

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

SVB Wealth's AEP Position: Q2 2026 in Review

SVB Wealth reduced its American Electric Power (AEP) stake by 5% in Q2 2026, selling an estimated $32.5K and leaving 4,674 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #245.

SVB Wealth first reported a position in AEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.52M in Q4 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SVB Wealth held 4,674 shares of American Electric Power worth $639K as of Q2 2026.
  • SVB Wealth sold 247 American Electric Power shares in Q2 2026, an estimated $32.5K.
  • American Electric Power made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #245 holding.
  • SVB Wealth first reported a position in American Electric Power in Q4 2014 and has held it in 46 quarters since.
  • SVB Wealth's American Electric Power position peaked at $1.52M in Q4 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.