Turtle Creek Wealth Advisors’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$623K Buy
4,548
+1,139
+33% +$150K 0.03% 234
2026
Q1
$447K Buy
3,409
+357
+12% +$44.7K 0.03% 245
2025
Q4
$352K Buy
3,052
+21
+0.7% +$2.48K 0.03% 275
2025
Q3
$341K Buy
3,031
+1,057
+54% +$116K 0.03% 258
2025
Q2
$205K Buy
+1,974
New +$205K 0.02% 261
2024
Q1
Sell
-720
Closed -$58.5K 203
2023
Q4
$58.5K Buy
+720
New +$55.9K 0.02% 251

Other funds holding AEP

Turtle Creek Wealth Advisors's AEP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its American Electric Power (AEP) stake by 33% in Q2 2026, buying an estimated $150K and bringing the position to 4,548 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #234.

Turtle Creek Wealth Advisors first reported a position in AEP in Q4 2023 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Turtle Creek Wealth Advisors held 4,548 shares of American Electric Power worth $623K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 1,139 American Electric Power shares in Q2 2026, an estimated $150K.
  • American Electric Power made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Turtle Creek Wealth Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 6 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.