Woodward Diversified Capital’s American Electric Power AEP Stock Holding History

Woodward Diversified 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	$758K	Sell	5,541 -10	-0.2%	-$1.32K	0.33%	73
2026 Q1	$742K	Sell	5,551 -2	-0%	-$250	0.34%	77
2025 Q4	$640K	Buy	5,553 +201	+4%	+$23.7K	0.29%	83
2025 Q3	$602K	Buy	5,352 +58	+1%	+$6.35K	0.28%	87
2025 Q2	$549K	Buy	5,294 +2,349	+80%	+$244K	0.28%	85
2025 Q1	$322K	Buy	2,945 +292	+11%	+$29.6K	0.23%	92
2024 Q4	$245K	Sell	2,653 -1,791	-40%	-$173K	0.18%	108
2024 Q3	$456K	Sell	4,444 -176	-4%	-$17.2K	0.29%	96
2024 Q2	$405K	Buy	4,620 +620	+16%	+$54.2K	0.24%	104
2024 Q1	$344K	Buy	+4,000	New	+$325K	0.21%	113

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Woodward Diversified Capital's AEP Position: Q2 2026 in Review

Woodward Diversified Capital reduced its American Electric Power (AEP) stake by 0.18% in Q2 2026, selling an estimated $1.32K and leaving 5,541 shares worth $758K. The position accounts for 0.33% of the portfolio, ranked #73.

Woodward Diversified Capital first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Woodward Diversified Capital held 5,541 shares of American Electric Power worth $758K as of Q2 2026.
Woodward Diversified Capital sold 10 American Electric Power shares in Q2 2026, an estimated $1.32K.
American Electric Power made up 0.33% of Woodward Diversified Capital's portfolio in Q2 2026, its #73 holding.
Woodward Diversified Capital first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.