VisionPoint Advisory Group’s American Electric Power AEP Stock Holding History

VisionPoint Advisory Group’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	$224K	Sell	1,638 -1,083	-40%	-$143K	0.04%	435
2026 Q1	$357K	Buy	2,721 +54	+2%	+$6.76K	0.07%	283
2025 Q4	$308K	Buy	2,667 +874	+49%	+$103K	0.06%	300
2025 Q3	$202K	Buy	+1,793	New	+$196K	0.04%	387
2020 Q1	–	Sell	-29,330	Closed	-$2.77M	–	117
2019 Q4	$2.77M	Buy	29,330 +2,427	+9%	+$224K	1.15%	22
2019 Q3	$2.52M	Buy	26,903 +1,424	+6%	+$129K	0.69%	24
2019 Q2	$2.24M	Buy	+25,479	New	+$2.2M	0.64%	26
2019 Q1	–	Sell	-23,572	Closed	-$1.76M	–	129
2018 Q4	$1.76M	Buy	+23,572	New	+$1.77M	0.57%	33

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

VisionPoint Advisory Group's AEP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its American Electric Power (AEP) stake by 40% in Q2 2026, selling an estimated $143K and leaving 1,638 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #435.

VisionPoint Advisory Group first reported a position in AEP in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.77M in Q4 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

VisionPoint Advisory Group held 1,638 shares of American Electric Power worth $224K as of Q2 2026.
VisionPoint Advisory Group sold 1,083 American Electric Power shares in Q2 2026, an estimated $143K.
American Electric Power made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #435 holding.
VisionPoint Advisory Group first reported a position in American Electric Power in Q4 2018 and has held it in 8 quarters since.
VisionPoint Advisory Group's American Electric Power position peaked at $2.77M in Q4 2019.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.