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

Urban 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 		$300K Sell
2,196
-1,661
-43% -$219K 0.26% 82
2026
Q1 		$506K Buy
3,857
+854
+28% +$107K 0.52% 38
2025
Q4 		$346K Buy
+3,003
New +$355K 0.32% 63

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Urban Wealth Management reduced its American Electric Power (AEP) stake by 43% in Q2 2026, selling an estimated $219K and leaving 2,196 shares worth $300K. The position accounts for 0.26% of the portfolio, ranked #82.

Urban Wealth Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $506K in Q1 2026. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Urban Wealth Management held 2,196 shares of American Electric Power worth $300K as of Q2 2026.
  • Urban Wealth Management sold 1,661 American Electric Power shares in Q2 2026, an estimated $219K.
  • American Electric Power made up 0.26% of Urban Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Urban Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's American Electric Power position peaked at $506K in Q1 2026.
  • 910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.