WA
AEP icon

Waddell & Associates’s American Electric Power AEP Stock Holding History

Waddell & Associates’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 		$305K Buy
2,231
+188
+9% +$24.8K 0.02% 397
2026
Q1 		$268K Sell
2,043
-126
-6% -$15.8K 0.02% 360
2025
Q4 		$250K Sell
2,169
-124
-5% -$14.6K 0.02% 315
2025
Q3 		$258K Buy
+2,293
New +$251K 0.02% 247

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

Waddell & Associates's AEP Position: Q2 2026 in Review

Waddell & Associates increased its American Electric Power (AEP) stake by 9.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 2,231 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #397.

Waddell & Associates first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Waddell & Associates held 2,231 shares of American Electric Power worth $305K as of Q2 2026.
  • Waddell & Associates bought 188 American Electric Power shares in Q2 2026, an estimated $24.8K.
  • American Electric Power made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #397 holding.
  • Waddell & Associates first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.