TWM
AEP icon

Trueblood Wealth Management’s American Electric Power AEP Stock Holding History

Trueblood Wealth Management’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 		$852K Buy
6,228
+4
+0.1% +$527 0.3% 110
2026
Q1 		$816K Sell
6,224
-713
-10% -$89.2K 0.32% 99
2025
Q4 		$800K Buy
6,937
+91
+1% +$10.7K 0.31% 103
2025
Q3 		$770K Buy
6,846
+116
+2% +$12.7K 0.3% 105
2025
Q2 		$698K Hold
6,730
– – 0.29% 111
2025
Q1 		$735K Sell
6,730
-100
-1% -$10.1K 0.34% 103
2024
Q4 		$630K Sell
6,830
-294
-4% -$28.5K 0.31% 111
2024
Q3 		$731K Hold
7,124
– – 0.37% 88
2024
Q2 		$625K Hold
7,124
– – 0.35% 92
2024
Q1 		$613K Sell
7,124
-96
-1% -$7.8K 0.35% 92
2023
Q4 		$586K Buy
+7,220
New +$560K 0.37% 90

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

Trueblood Wealth Management's AEP Position: Q2 2026 in Review

Trueblood Wealth Management increased its American Electric Power (AEP) stake by 0.06% in Q2 2026, buying an estimated $527 and bringing the position to 6,228 shares worth $852K. The position accounts for 0.3% of the portfolio, ranked #110.

Trueblood Wealth Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Trueblood Wealth Management held 6,228 shares of American Electric Power worth $852K as of Q2 2026.
  • Trueblood Wealth Management bought 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.3% of Trueblood Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Trueblood Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 682 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.