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West Branch Capital’s American Electric Power AEP Stock Holding History

West Branch Capital’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 		$6.84K Hold
50
– – ﹤0.01% 260
2026
Q1 		$6.55K Hold
50
– – ﹤0.01% 259
2025
Q4 		$5.77K Hold
50
– – ﹤0.01% 300
2025
Q3 		$5.63K Hold
50
– – ﹤0.01% 320
2025
Q2 		$5.19K Sell
50
-63
-56% -$6.55K ﹤0.01% 328
2025
Q1 		$12.3K Hold
113
– – ﹤0.01% 262
2024
Q4 		$10.4K Hold
113
– – ﹤0.01% 262
2024
Q3 		$11.6K Hold
113
– – ﹤0.01% 256
2024
Q2 		$9.91K Sell
113
-125
-53% -$10.9K ﹤0.01% 272
2024
Q1 		$20.5K Hold
238
– – 0.01% 225
2023
Q4 		$19.3K Sell
238
-1,100
-82% -$85.4K 0.01% 224
2023
Q3 		$101K Hold
1,338
– – 0.05% 111
2023
Q2 		$113K Sell
1,338
-215
-14% -$19K 0.06% 109
2023
Q1 		$141K Sell
1,553
-36
-2% -$3.29K 0.08% 93
2022
Q4 		$151K Hold
1,589
– – 0.09% 89
2022
Q3 		$137K Hold
1,589
– – 0.09% 93
2022
Q2 		$152K Buy
1,589
+36
+2% +$3.57K 0.09% 93
2022
Q1 		$155K Hold
1,553
– – 0.07% 98
2021
Q4 		$138K Hold
1,553
– – 0.06% 119
2021
Q3 		$126K Hold
1,553
– – 0.06% 114
2021
Q2 		$131K Buy
+1,553
New +$134K 0.06% 114

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

West Branch Capital's AEP Position: Q2 2026 in Review

West Branch Capital held its American Electric Power (AEP) position steady in Q2 2026 at 50 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

West Branch Capital first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $155K in Q1 2022. 472 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • West Branch Capital held 50 shares of American Electric Power worth $6.84K as of Q2 2026.
  • West Branch Capital left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #260 holding.
  • West Branch Capital first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's American Electric Power position peaked at $155K in Q1 2022.
  • 472 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.