Wolff Financial Management’s American Electric Power AEP Stock Holding History

Wolff Financial Management’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	$1.09M	Hold	7,944	–	–	0.22%	42
2026 Q1	$1.04M	Hold	7,944	–	–	0.23%	39
2025 Q4	$916K	Hold	7,944	–	–	0.21%	44
2025 Q3	$894K	Sell	7,944 -12	-0.2%	-$1.31K	0.21%	46
2025 Q2	$826K	Sell	7,956 -1,168	-13%	-$122K	0.21%	46
2025 Q1	$997K	Hold	9,124	–	–	0.28%	40
2024 Q4	$842K	Hold	9,124	–	–	0.23%	43
2024 Q3	$936K	Hold	9,124	–	–	0.25%	43
2024 Q2	$801K	Hold	9,124	–	–	0.59%	16
2024 Q1	$786K	Hold	9,124	–	–	0.23%	49
2023 Q4	$741K	Hold	9,124	–	–	0.23%	51
2023 Q3	$686K	Buy	+9,124	New	+$742K	0.23%	52
2023 Q2	–	Sell	-9,124	Closed	-$830K	–	37
2023 Q1	$830K	Hold	9,124	–	–	0.29%	47
2022 Q4	$866K	Hold	9,124	–	–	0.32%	48
2022 Q3	$788K	Hold	9,124	–	–	0.36%	49
2022 Q2	$875K	Hold	9,124	–	–	0.39%	47
2022 Q1	$910K	Hold	9,124	–	–	0.36%	49
2021 Q4	$812K	Buy	+9,124	New	+$770K	0.31%	51
2021 Q1	$773K	Buy	9,124 +1,180	+15%	+$95.1K	0.35%	48
2020 Q4	$661K	Hold	7,944	–	–	0.35%	47
2020 Q3	$649K	Hold	7,944	–	–	0.39%	46
2020 Q2	$633K	Hold	7,944	–	–	0.4%	47
2020 Q1	$635K	Hold	7,944	–	–	0.48%	42
2019 Q4	$751K	Hold	7,944	–	–	0.5%	39
2019 Q3	$744K	Buy	7,944 +661	+9%	+$60K	0.54%	37
2019 Q2	$641K	Hold	7,283	–	–	0.49%	43
2019 Q1	$610K	Hold	7,283	–	–	0.51%	43
2018 Q4	$544K	Buy	+7,283	New	+$546K	0.53%	43

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

Wolff Financial Management's AEP Position: Q2 2026 in Review

Wolff Financial Management held its American Electric Power (AEP) position steady in Q2 2026 at 7,944 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #42.

Wolff Financial Management first reported a position in AEP in Q4 2018 and has held it in 28 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Wolff Financial Management held 7,944 shares of American Electric Power worth $1.09M as of Q2 2026.
Wolff Financial Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.22% of Wolff Financial Management's portfolio in Q2 2026, its #42 holding.
Wolff Financial Management first reported a position in American Electric Power in Q4 2018 and has held it in 28 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.