WPW
AEP icon

Waldron Private Wealth’s American Electric Power AEP Stock Holding History

Waldron Private Wealth’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 		$1.14M Sell
8,350
-2
-0% -$263 0.04% 138
2026
Q1 		$1.09M Buy
8,352
+471
+6% +$58.9K 0.04% 138
2025
Q4 		$909K Sell
7,881
-150
-2% -$17.7K 0.04% 150
2025
Q3 		$903K Buy
8,031
+658
+9% +$72K 0.04% 151
2025
Q2 		$765K Sell
7,373
-143
-2% -$14.9K 0.03% 158
2025
Q1 		$821K Sell
7,516
-3,345
-31% -$339K 0.04% 147
2024
Q4 		$1M Buy
10,861
+7,189
+196% +$696K 0.04% 165
2024
Q3 		$377K Buy
3,672
+279
+8% +$27.2K 0.02% 293
2024
Q2 		$298K Buy
3,393
+21
+0.6% +$1.84K 0.01% 315
2024
Q1 		$290K Sell
3,372
-36
-1% -$2.93K 0.01% 322
2023
Q4 		$277K Buy
3,408
+516
+18% +$40.1K 0.01% 326
2023
Q3 		$218K Buy
+2,892
New +$235K 0.01% 338
2023
Q2 		– Sell
-2,998
Closed -$273K – 381
2023
Q1 		$273K Buy
2,998
+190
+7% +$17.4K 0.01% 338
2022
Q4 		$242K Hold
2,808
– – 0.02% 324
2022
Q3 		$242K Buy
2,808
+88
+3% +$8.7K 0.02% 326
2022
Q2 		$260K Buy
2,720
+485
+22% +$48.1K 0.01% 322
2022
Q1 		$222K Buy
+2,235
New +$204K 0.01% 370
2019
Q3 		– Sell
-2,623
Closed -$230K – 257
2019
Q2 		$230K Buy
+2,623
New +$226K 0.02% 218

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

Waldron Private Wealth's AEP Position: Q2 2026 in Review

Waldron Private Wealth reduced its American Electric Power (AEP) stake by 0.02% in Q2 2026, selling an estimated $263 and leaving 8,350 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #138.

Waldron Private Wealth first reported a position in AEP in Q2 2019 and has held it in 18 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Waldron Private Wealth held 8,350 shares of American Electric Power worth $1.14M as of Q2 2026.
  • Waldron Private Wealth sold 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Waldron Private Wealth first reported a position in American Electric Power in Q2 2019 and has held it in 18 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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