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Valeo Financial Advisors’s American Electric Power AEP Stock Holding History

Valeo Financial Advisors’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 		$868K Sell
6,346
-282
-4% -$37.1K 0.02% 327
2026
Q1 		$869K Sell
6,628
-6,422
-49% -$804K 0.02% 294
2025
Q4 		$1.5M Buy
13,050
+865
+7% +$102K 0.03% 212
2025
Q3 		$1.37M Sell
12,185
-154
-1% -$16.9K 0.03% 234
2025
Q2 		$1.28M Sell
12,339
-592
-5% -$61.6K 0.03% 243
2025
Q1 		$1.41M Sell
12,931
-505
-4% -$51.2K 0.04% 202
2024
Q4 		$1.24M Sell
13,436
-251
-2% -$24.3K 0.03% 211
2024
Q3 		$1.4M Sell
13,687
-1,135
-8% -$111K 0.04% 201
2024
Q2 		$1.3M Sell
14,822
-1,493
-9% -$131K 0.04% 199
2024
Q1 		$1.41M Sell
16,315
-2,322
-12% -$189K 0.05% 187
2023
Q4 		$1.51M Buy
18,637
+11,642
+166% +$904K 0.06% 170
2023
Q3 		$526K Buy
6,995
+756
+12% +$61.5K 0.02% 319
2023
Q2 		$525K Buy
6,239
+421
+7% +$37.2K 0.02% 305
2023
Q1 		$529K Buy
5,818
+2,297
+65% +$210K 0.03% 323
2022
Q4 		$334K Buy
3,521
+1,094
+45% +$99.6K 0.02% 360
2022
Q3 		$210K Sell
2,427
-232
-9% -$22.9K 0.01% 431
2022
Q2 		$255K Sell
2,659
-261
-9% -$25.9K 0.02% 386
2022
Q1 		$291K Buy
2,920
+219
+8% +$20K 0.01% 454
2021
Q4 		$240K Sell
2,701
-160
-6% -$13.5K 0.01% 471
2021
Q3 		$232K Buy
2,861
+243
+9% +$21.2K 0.01% 460
2021
Q2 		$221K Buy
2,618
+3
+0.1% +$258 0.01% 424
2021
Q1 		$221K Buy
2,615
+6
+0.2% +$484 0.01% 419
2020
Q4 		$217K Buy
2,609
+237
+10% +$20.6K 0.01% 399
2020
Q3 		$194K Sell
2,372
-382
-14% -$31.5K 0.02% 334
2020
Q2 		$219K Sell
2,754
-93
-3% -$7.59K 0.02% 303
2020
Q1 		$245K Buy
2,847
+389
+16% +$36.8K 0.03% 260
2019
Q4 		$232K Buy
2,458
+216
+10% +$20K 0.02% 291
2019
Q3 		$210K Sell
2,242
-753
-25% -$68.4K 0.02% 290
2019
Q2 		$264K Buy
2,995
+182
+6% +$15.7K 0.03% 238
2019
Q1 		$236K Buy
2,813
+887
+46% +$70.5K 0.03% 246
2018
Q4 		$144K Sell
1,926
-45
-2% -$3.38K 0.02% 313
2018
Q3 		$145K Sell
1,971
-174
-8% -$12.4K 0.02% 328
2018
Q2 		$152K Buy
2,145
+799
+59% +$53.8K 0.02% 325
2018
Q1 		$92K Buy
1,346
+95
+8% +$6.4K 0.01% 384
2017
Q4 		$92K Buy
1,251
+1,219
+3,809% +$91.1K 0.02% 353
2017
Q3 		$2K Buy
+32
New +$2.28K ﹤0.01% 999

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

Valeo Financial Advisors's AEP Position: Q2 2026 in Review

Valeo Financial Advisors reduced its American Electric Power (AEP) stake by 4.3% in Q2 2026, selling an estimated $37.1K and leaving 6,346 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #327.

Valeo Financial Advisors first reported a position in AEP in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.51M in Q4 2023. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Valeo Financial Advisors held 6,346 shares of American Electric Power worth $868K as of Q2 2026.
  • Valeo Financial Advisors sold 282 American Electric Power shares in Q2 2026, an estimated $37.1K.
  • American Electric Power made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #327 holding.
  • Valeo Financial Advisors first reported a position in American Electric Power in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's American Electric Power position peaked at $1.51M in Q4 2023.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.