RAFFA WEALTH MANAGEMENT, LLC’s American Electric Power AEP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$14K	Buy	102 +12	+13%	+$1.58K	﹤0.01%	358
2026 Q1	$11.8K	Buy	90 +35	+64%	+$4.38K	﹤0.01%	356
2025 Q4	$6.34K	Buy	55 +27	+96%	+$3.19K	﹤0.01%	470
2025 Q3	$3.15K	Buy	28 +16	+133%	+$1.75K	﹤0.01%	593
2025 Q2	$1.25K	Hold	12	–	–	﹤0.01%	808
2025 Q1	$1.31K	Hold	12	–	–	﹤0.01%	749
2024 Q4	$1.11K	Hold	12	–	–	﹤0.01%	844
2024 Q3	$1.23K	Hold	12	–	–	﹤0.01%	787
2024 Q2	$1.05K	Hold	12	–	–	﹤0.01%	890
2024 Q1	$1.03K	Hold	12	–	–	﹤0.01%	887
2023 Q4	$975	Hold	12	–	–	﹤0.01%	830
2023 Q3	$903	Hold	12	–	–	﹤0.01%	815
2023 Q2	$1.01K	Hold	12	–	–	﹤0.01%	793
2023 Q1	$1.09K	Hold	12	–	–	﹤0.01%	763
2022 Q4	$1.14K	Hold	12	–	–	﹤0.01%	741
2022 Q3	$1.04K	Hold	12	–	–	﹤0.01%	791
2022 Q2	$1.15K	Hold	12	–	–	﹤0.01%	767
2022 Q1	$1.2K	Sell	12 -18	-60%	-$1.65K	﹤0.01%	807
2021 Q4	$2.67K	Buy	30 +18	+150%	+$1.52K	﹤0.01%	579
2021 Q3	$974	Hold	12	–	–	﹤0.01%	833
2021 Q2	$1.01K	Hold	12	–	–	﹤0.01%	826
2021 Q1	$1.02K	Buy	+12	New	+$967	﹤0.01%	821
2017 Q1	–	Sell	-12	Closed	-$756	–	385
2016 Q4	$756	Hold	12	–	–	﹤0.01%	534
2016 Q3	$771	Sell	12 -100	-89%	-$6.72K	﹤0.01%	508
2016 Q2	$7.85K	Hold	112	–	–	﹤0.01%	187
2016 Q1	$7.44K	Hold	112	–	–	﹤0.01%	198
2015 Q4	$6.53K	Hold	112	–	–	﹤0.01%	195
2015 Q3	$6.37K	Hold	112	–	–	﹤0.01%	204
2015 Q2	$5.93K	Hold	112	–	–	﹤0.01%	197
2015 Q1	$6.3K	Hold	112	–	–	﹤0.01%	178
2014 Q4	$6.8K	Hold	112	–	–	﹤0.01%	177
2014 Q3	$5.85K	Buy	+112	New	+$5.92K	﹤0.01%	191
2014 Q1	–	Sell	-112	Closed	-$6.8K	–	285
2013 Q4	$6.8K	Buy	+112	New	+$5.17K	﹤0.01%	177

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

RAFFA WEALTH MANAGEMENT, LLC's AEP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its American Electric Power (AEP) stake by 13% in Q2 2026, buying an estimated $1.58K and bringing the position to 102 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AEP in Q4 2013 and has held it in 33 quarters since. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 102 shares of American Electric Power worth $14K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 12 American Electric Power shares in Q2 2026, an estimated $1.58K.
American Electric Power made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #358 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in American Electric Power in Q4 2013 and has held it in 33 quarters since.
673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.