Verus Financial Partners’s American Electric Power AEP Stock Holding History

Verus Financial Partners’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	$294K	Buy	2,149 +1	+0%	+$132	0.03%	104
2026 Q1	$289K	Buy	2,148 +1	+0%	+$125	0.03%	104
2025 Q4	$253K	Sell	2,147 -199	-8%	-$23.5K	0.02%	104
2025 Q3	$264K	Buy	2,346 +202	+9%	+$22.1K	0.03%	105
2025 Q2	$225K	Sell	2,144 -105	-5%	-$10.9K	0.02%	107
2025 Q1	$240K	Buy	+2,249	New	+$228K	0.03%	91
2024 Q4	–	Sell	-2,059	Closed	-$211K	–	98
2024 Q3	$211K	Buy	+2,059	New	+$201K	0.02%	95
2023 Q2	–	Sell	-3,080	Closed	-$282K	–	105
2023 Q1	$282K	Hold	3,080	–	–	0.04%	75
2022 Q4	$289K	Sell	3,080 -603	-16%	-$54.9K	0.04%	77
2022 Q3	$319K	Sell	3,683 -97	-3%	-$9.59K	0.05%	72
2022 Q2	$351K	Buy	3,780 +2	+0.1%	+$198	0.05%	65
2022 Q1	$386K	Buy	3,778 +3	+0.1%	+$274	0.05%	62
2021 Q4	$336K	Buy	3,775 +3	+0.1%	+$253	0.04%	71
2021 Q3	$313K	Sell	3,772 -24	-0.6%	-$2.1K	0.05%	73
2021 Q2	$325K	Sell	3,796 -417	-10%	-$35.9K	0.05%	70
2021 Q1	$365K	Buy	4,213 +3	+0.1%	+$242	0.06%	65
2020 Q4	$351K	Buy	4,210 +656	+18%	+$56.9K	0.06%	59
2020 Q3	$290K	Sell	3,554 -633	-15%	-$52.1K	0.11%	121
2020 Q2	$333K	Buy	4,187 +10	+0.2%	+$816	0.07%	51
2020 Q1	$334K	Buy	4,177 +110	+3%	+$10.4K	0.1%	48
2019 Q4	$384K	Sell	4,067 -31	-0.8%	-$2.86K	0.12%	49
2019 Q3	$384K	Buy	4,098 +49	+1%	+$4.45K	0.13%	41
2019 Q2	$356K	Buy	4,049 +699	+21%	+$60.2K	0.12%	36
2019 Q1	$281K	Buy	3,350 +169	+5%	+$13.4K	0.1%	41
2018 Q4	$225K	Hold	3,181	–	–	0.08%	46
2018 Q3	$225K	Buy	+3,181	New	+$226K	0.08%	46

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

Verus Financial Partners's AEP Position: Q2 2026 in Review

Verus Financial Partners increased its American Electric Power (AEP) stake by 0.05% in Q2 2026, buying an estimated $132 and bringing the position to 2,149 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #104.

Verus Financial Partners first reported a position in AEP in Q3 2018 and has held it in 26 quarters since. The position peaked at $386K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Verus Financial Partners held 2,149 shares of American Electric Power worth $294K as of Q2 2026.
Verus Financial Partners bought 1 American Electric Power share in Q2 2026, an estimated $132.
American Electric Power made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #104 holding.
Verus Financial Partners first reported a position in American Electric Power in Q3 2018 and has held it in 26 quarters since.
Verus Financial Partners's American Electric Power position peaked at $386K in Q1 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.