Toth Financial Advisory’s American Electric Power AEP Stock Holding History

Toth Financial Advisory’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	$2.05K	Hold	15	–	–	﹤0.01%	746
2026 Q1	$1.97K	Sell	15 -1	-6%	-$125	﹤0.01%	722
2025 Q4	$1.84K	Sell	16 -2	-11%	-$236	﹤0.01%	722
2025 Q3	$2.02K	Buy	18 +3	+20%	+$328	﹤0.01%	691
2025 Q2	$1.56K	Buy	+15	New	+$1.56K	﹤0.01%	672
2023 Q2	–	Sell	-53	Closed	-$4.82K	–	776
2023 Q1	$4.82K	Buy	+53	New	+$4.85K	﹤0.01%	545
2022 Q4	–	Sell	-110	Closed	-$10K	–	713
2022 Q3	$10K	Buy	+110	New	+$10.9K	﹤0.01%	449

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

Toth Financial Advisory's AEP Position: Q2 2026 in Review

Toth Financial Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 15 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Toth Financial Advisory first reported a position in AEP in Q3 2022 and has held it in 7 quarters since. The position peaked at $10K in Q3 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Toth Financial Advisory held 15 shares of American Electric Power worth $2.05K as of Q2 2026.
Toth Financial Advisory left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #746 holding.
Toth Financial Advisory first reported a position in American Electric Power in Q3 2022 and has held it in 7 quarters since.
Toth Financial Advisory's American Electric Power position peaked at $10K in Q3 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.