Agate Pass Investment Management’s American Electric Power AEP Stock Holding History

Agate Pass Investment 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	$523K	Hold	3,825	–	–	0.19%	82
2026 Q1	$501K	Hold	3,825	–	–	0.2%	83
2025 Q4	$441K	Hold	3,825	–	–	0.16%	89
2025 Q3	$430K	Sell	3,825 -160	-4%	-$17.5K	0.16%	89
2025 Q2	$413K	Sell	3,985 -3,775	-49%	-$393K	0.17%	91
2025 Q1	$848K	Buy	7,760 +3,055	+65%	+$309K	0.36%	75
2024 Q4	$434K	Buy	+4,705	New	+$455K	0.2%	90

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

Agate Pass Investment Management's AEP Position: Q2 2026 in Review

Agate Pass Investment Management held its American Electric Power (AEP) position steady in Q2 2026 at 3,825 shares worth $523K. The position accounts for 0.19% of the portfolio, ranked #82.

Agate Pass Investment Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $848K in Q1 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Agate Pass Investment Management held 3,825 shares of American Electric Power worth $523K as of Q2 2026.
Agate Pass Investment Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.19% of Agate Pass Investment Management's portfolio in Q2 2026, its #82 holding.
Agate Pass Investment Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
Agate Pass Investment Management's American Electric Power position peaked at $848K in Q1 2025.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.