AIM
AEP icon

Alhambra Investment Management’s American Electric Power AEP Stock Holding History

Alhambra 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 		$409K Sell
2,986
-359
-11% -$47.3K 0.18% 112
2026
Q1 		$438K Sell
3,345
-109
-3% -$13.6K 0.2% 103
2025
Q4 		$398K Hold
3,454
– – 0.19% 113
2025
Q3 		$389K Sell
3,454
-85
-2% -$9.3K 0.18% 113
2025
Q2 		$367K Buy
3,539
+124
+4% +$12.9K 0.18% 117
2025
Q1 		$373K Buy
3,415
+4
+0.1% +$405 0.19% 113
2024
Q4 		$315K Buy
3,411
+200
+6% +$19.4K 0.16% 128
2024
Q3 		$329K Buy
3,211
+18
+0.6% +$1.76K 0.17% 129
2024
Q2 		$280K Buy
+3,193
New +$279K 0.15% 137
2023
Q2 		– Sell
-2,270
Closed -$207K – 148
2023
Q1 		$207K Hold
2,270
– – 0.14% 134
2022
Q4 		$216K Buy
+2,270
New +$207K 0.16% 133
2022
Q3 		– Sell
-2,326
Closed -$223K – 138
2022
Q2 		$223K Hold
2,326
– – 0.16% 133
2022
Q1 		$232K Hold
2,326
– – 0.15% 139
2021
Q4 		$207K Buy
+2,326
New +$196K 0.14% 148
2020
Q1 		– Sell
-2,536
Closed -$240K – 87
2019
Q4 		$240K Buy
+2,536
New +$234K 0.28% 103

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
WG
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

Alhambra Investment Management's AEP Position: Q2 2026 in Review

Alhambra Investment Management reduced its American Electric Power (AEP) stake by 11% in Q2 2026, selling an estimated $47.3K and leaving 2,986 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #112.

Alhambra Investment Management first reported a position in AEP in Q4 2019 and has held it in 15 quarters since. The position peaked at $438K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Alhambra Investment Management held 2,986 shares of American Electric Power worth $409K as of Q2 2026.
  • Alhambra Investment Management sold 359 American Electric Power shares in Q2 2026, an estimated $47.3K.
  • American Electric Power made up 0.18% of Alhambra Investment Management's portfolio in Q2 2026, its #112 holding.
  • Alhambra Investment Management first reported a position in American Electric Power in Q4 2019 and has held it in 15 quarters since.
  • Alhambra Investment Management's American Electric Power position peaked at $438K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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