United Asset Strategies’s American Electric Power AEP Stock Holding History

United Asset Strategies’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	$355K	Buy	2,596 +163	+7%	+$21.5K	0.03%	226
2026 Q1	$319K	Sell	2,433 -16	-0.7%	-$2K	0.03%	226
2025 Q4	$282K	Sell	2,449 -237	-9%	-$28K	0.02%	234
2025 Q3	$302K	Buy	2,686 +60	+2%	+$6.57K	0.02%	224
2025 Q2	$273K	Buy	2,626 +51	+2%	+$5.31K	0.02%	223
2025 Q1	$281K	Sell	2,575 -291	-10%	-$29.5K	0.03%	214
2024 Q4	$264K	Sell	2,866 -136	-5%	-$13.2K	0.02%	212
2024 Q3	$308K	Sell	3,002 -362	-11%	-$35.3K	0.03%	201
2024 Q2	$295K	Sell	3,364 -674	-17%	-$59K	0.03%	195
2024 Q1	$348K	Buy	+4,038	New	+$328K	0.03%	197
2023 Q4	–	Sell	-4,214	Closed	-$317K	–	237
2023 Q3	$317K	Buy	4,214 +154	+4%	+$12.5K	0.04%	198
2023 Q2	$342K	Sell	4,060 -13	-0.3%	-$1.15K	0.04%	192
2023 Q1	$371K	Sell	4,073 -371	-8%	-$33.9K	0.05%	187
2022 Q4	$422K	Buy	4,444 +833	+23%	+$75.8K	0.06%	186
2022 Q3	$312K	Buy	3,611 +147	+4%	+$14.5K	0.05%	178
2022 Q2	$332K	Buy	+3,464	New	+$343K	0.05%	174

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

United Asset Strategies's AEP Position: Q2 2026 in Review

United Asset Strategies increased its American Electric Power (AEP) stake by 6.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,596 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #226.

United Asset Strategies first reported a position in AEP in Q2 2022 and has held it in 16 quarters since. The position peaked at $422K in Q4 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

United Asset Strategies held 2,596 shares of American Electric Power worth $355K as of Q2 2026.
United Asset Strategies bought 163 American Electric Power shares in Q2 2026, an estimated $21.5K.
American Electric Power made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #226 holding.
United Asset Strategies first reported a position in American Electric Power in Q2 2022 and has held it in 16 quarters since.
United Asset Strategies's American Electric Power position peaked at $422K in Q4 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.