WG
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Welch Group’s American Electric Power AEP Stock Holding History

Welch 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 		$52.6M Buy
384,533
+8,081
+2% +$1.06M 1.8% 27
2026
Q1 		$49.3M Buy
376,452
+51,267
+16% +$6.41M 1.85% 29
2025
Q4 		$37.5M Buy
325,185
+316,991
+3,869% +$37.4M 1.45% 30
2025
Q3 		$922K Buy
8,194
+6
+0.1% +$656 0.04% 123
2025
Q2 		$850K Buy
8,188
+21
+0.3% +$2.19K 0.04% 110
2025
Q1 		$874K Buy
8,167
+1,296
+19% +$131K 0.04% 102
2024
Q4 		$633K Buy
6,871
+19
+0.3% +$1.84K 0.03% 133
2024
Q3 		$703K Buy
6,852
+9
+0.1% +$878 0.03% 119
2024
Q2 		$600K Buy
6,843
+120
+2% +$10.5K 0.03% 128
2024
Q1 		$579K Sell
6,723
-75
-1% -$6.1K 0.03% 116
2023
Q4 		$552K Buy
6,798
+18
+0.3% +$1.4K 0.03% 117
2023
Q3 		$510K Buy
6,780
+460
+7% +$37.4K 0.03% 108
2023
Q2 		$532K Sell
6,320
-51
-0.8% -$4.5K 0.03% 103
2023
Q1 		$580K Buy
6,371
+12
+0.2% +$1.1K 0.03% 101
2022
Q4 		$604K Sell
6,359
-250
-4% -$22.8K 0.03% 105
2022
Q3 		$571K Sell
6,609
-991
-13% -$98K 0.04% 90
2022
Q2 		$729K Buy
7,600
+9
+0.1% +$892 0.04% 90
2022
Q1 		$757K Buy
7,591
+10
+0.1% +$914 0.04% 92
2021
Q4 		$674K Buy
7,581
+11
+0.1% +$928 0.04% 102
2021
Q3 		$615K Buy
7,570
+9
+0.1% +$786 0.04% 97
2021
Q2 		$640K Buy
7,561
+10
+0.1% +$861 0.04% 93
2021
Q1 		$640K Buy
7,551
+1,010
+15% +$81.4K 0.05% 92
2020
Q4 		$545K Buy
6,541
+10
+0.2% +$868 0.04% 93
2020
Q3 		$534K Buy
6,531
+10
+0.2% +$824 0.05% 89
2020
Q2 		$519K Sell
6,521
-27
-0.4% -$2.2K 0.05% 79
2020
Q1 		$524K Buy
6,548
+1,665
+34% +$157K 0.06% 74
2019
Q4 		$461K Sell
4,883
-459
-9% -$42.4K 0.05% 80
2019
Q3 		$500K Buy
5,342
+459
+9% +$41.7K 0.05% 74
2019
Q2 		$430K Sell
4,883
-602
-11% -$51.9K 0.05% 78
2019
Q1 		$459K Hold
5,485
– – 0.05% 74
2018
Q4 		$410K Hold
5,485
– – 0.05% 74
2018
Q3 		$389 Hold
5,485
– – 0.04% 84
2018
Q2 		$380K Buy
+5,485
New +$369K 0.05% 79

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Welch Group's AEP Position: Q2 2026 in Review

Welch Group increased its American Electric Power (AEP) stake by 2.1% in Q2 2026, buying an estimated $1.06M and bringing the position to 384,533 shares worth $52.6M. The position accounts for 1.8% of the portfolio, ranked #27.

Welch Group first reported a position in AEP in Q2 2018 and has held it in 33 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Welch Group held 384,533 shares of American Electric Power worth $52.6M as of Q2 2026.
  • Welch Group bought 8,081 American Electric Power shares in Q2 2026, an estimated $1.06M.
  • American Electric Power made up 1.8% of Welch Group's portfolio in Q2 2026, its #27 holding.
  • Welch Group first reported a position in American Electric Power in Q2 2018 and has held it in 33 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.