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

Venturi 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
2,190
-370
-14% -$48.7K 0.01% 504
2026
Q1 		$336K Sell
2,560
-116
-4% -$14.5K 0.02% 440
2025
Q4 		$309K Buy
2,676
+669
+33% +$79K 0.01% 454
2025
Q3 		$226K Sell
2,007
-19
-0.9% -$2.08K 0.01% 517
2025
Q2 		$210K Sell
2,026
-278
-12% -$28.9K 0.01% 511
2025
Q1 		$252K Buy
2,304
+646
+39% +$65.4K 0.01% 487
2024
Q4 		$153K Buy
1,658
+43
+3% +$4.16K 0.01% 619
2024
Q3 		$166K Buy
1,615
+391
+32% +$38.2K 0.01% 463
2024
Q2 		$107K Buy
1,224
+160
+15% +$14K 0.01% 495
2024
Q1 		$91.6K Buy
1,064
+429
+68% +$34.9K 0.01% 426
2023
Q4 		$51.5K Buy
635
+47
+8% +$3.65K ﹤0.01% 486
2023
Q3 		$44.2K Buy
588
+80
+16% +$6.51K ﹤0.01% 488
2023
Q2 		$42.7K Buy
508
+32
+7% +$2.83K ﹤0.01% 447
2023
Q1 		$43.3K Buy
+476
New +$43.5K ﹤0.01% 489

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

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

Venturi Wealth Management reduced its American Electric Power (AEP) stake by 14% in Q2 2026, selling an estimated $48.7K and leaving 2,190 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #504.

Venturi Wealth Management first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $336K in Q1 2026. 472 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Venturi Wealth Management held 2,190 shares of American Electric Power worth $300K as of Q2 2026.
  • Venturi Wealth Management sold 370 American Electric Power shares in Q2 2026, an estimated $48.7K.
  • American Electric Power made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Venturi Wealth Management first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's American Electric Power position peaked at $336K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.