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Valued Wealth Advisors’s American Electric Power AEP Stock Holding History

Valued Wealth 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 		$23.1K Sell
169
-2
-1% -$263 0.01% 180
2026
Q1 		$22.4K Buy
171
+42
+33% +$5.25K 0.01% 167
2025
Q4 		$14.8K Buy
129
+7
+6% +$827 0.01% 184
2025
Q3 		$13.7K Buy
122
+2
+2% +$219 0.01% 188
2025
Q2 		$12.5K Hold
120
– – 0.01% 192
2025
Q1 		$13.1K Hold
120
– – 0.01% 194
2024
Q4 		$11.1K Buy
120
+18
+18% +$1.74K 0.01% 219
2024
Q3 		$10.5K Buy
102
+100
+5,000% +$9.76K 0.01% 206
2024
Q2 		$176 Hold
2
– – ﹤0.01% 569
2024
Q1 		$173 Sell
2
-1
-33% -$81 ﹤0.01% 558
2023
Q4 		$226 Buy
+3
New +$233 ﹤0.01% 493

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

Valued Wealth Advisors's AEP Position: Q2 2026 in Review

Valued Wealth Advisors reduced its American Electric Power (AEP) stake by 1.2% in Q2 2026, selling an estimated $263 and leaving 169 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #180.

Valued Wealth Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Valued Wealth Advisors held 169 shares of American Electric Power worth $23.1K as of Q2 2026.
  • Valued Wealth Advisors sold 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Valued Wealth Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.