Asset Allocation & Management Company’s American Electric Power AEP Stock Holding History

Asset Allocation & Management Company’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	–	Sell	-2,646	Closed	-$347K	–	69
2026 Q1	$347K	Hold	2,646	–	–	0.13%	66
2025 Q4	$305K	Hold	2,646	–	–	0.12%	70
2025 Q3	$298K	Hold	2,646	–	–	0.13%	67
2025 Q2	$275K	Buy	+2,646	New	+$275K	0.13%	73

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

Asset Allocation & Management Company's AEP Position: Q2 2026 in Review

Asset Allocation & Management Company sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 2,646 shares — an estimated $347K sold.

Asset Allocation & Management Company first reported a position in AEP in Q2 2025 and held it in 4 quarters. The position peaked at $347K in Q1 2026. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Asset Allocation & Management Company reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Asset Allocation & Management Company sold 2,646 American Electric Power shares in Q2 2026, an estimated $347K.
Asset Allocation & Management Company first reported a position in American Electric Power in Q2 2025 and held it in 4 quarters.
Asset Allocation & Management Company's American Electric Power position peaked at $347K in Q1 2026.
910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.