TWD
AEP icon

True Wealth Design’s American Electric Power AEP Stock Holding History

True Wealth Design’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 		$48K Sell
351
-34
-9% -$4.48K 0.01% 501
2026
Q1 		$50.5K Buy
385
+81
+27% +$10.1K 0.01% 401
2025
Q4 		$35.1K Sell
304
-135
-31% -$15.9K 0.01% 436
2025
Q3 		$49.4K Buy
439
+373
+565% +$40.8K 0.02% 315
2025
Q2 		$6.82K Buy
66
+10
+18% +$1.04K ﹤0.01% 699
2025
Q1 		$6.09K Buy
56
+29
+107% +$2.94K ﹤0.01% 619
2024
Q4 		$2.47K Buy
27
+13
+93% +$1.26K ﹤0.01% 683
2024
Q3 		$1.44K Sell
14
-33
-70% -$3.22K ﹤0.01% 879
2024
Q2 		$4.12K Buy
47
+37
+370% +$3.24K ﹤0.01% 293
2024
Q1 		$861 Buy
10
+4
+67% +$325 ﹤0.01% 499
2023
Q4 		$488 Hold
6
– – ﹤0.01% 479
2023
Q3 		$452 Hold
6
– – ﹤0.01% 442
2023
Q2 		$506 Hold
6
– – ﹤0.01% 435
2023
Q1 		$546 Sell
6
-286
-98% -$26.2K ﹤0.01% 503
2022
Q4 		$27.7K Buy
+292
New +$26.6K 0.01% 175

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

True Wealth Design's AEP Position: Q2 2026 in Review

True Wealth Design reduced its American Electric Power (AEP) stake by 8.8% in Q2 2026, selling an estimated $4.48K and leaving 351 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #501.

True Wealth Design first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.5K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • True Wealth Design held 351 shares of American Electric Power worth $48K as of Q2 2026.
  • True Wealth Design sold 34 American Electric Power shares in Q2 2026, an estimated $4.48K.
  • American Electric Power made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #501 holding.
  • True Wealth Design first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's American Electric Power position peaked at $50.5K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.