Atwood & Palmer’s American Electric Power AEP Stock Holding History

Atwood & Palmer’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	$752K	Hold	5,500	–	–	0.04%	104
2026 Q1	$721K	Hold	5,500	–	–	0.04%	103
2025 Q4	$634K	Hold	5,500	–	–	0.04%	109
2025 Q3	$619K	Hold	5,500	–	–	0.04%	110
2025 Q2	$571K	Hold	5,500	–	–	0.04%	109
2025 Q1	$601K	Hold	5,500	–	–	0.04%	104
2024 Q4	$507K	Hold	5,500	–	–	0.03%	113
2024 Q3	$564K	Hold	5,500	–	–	0.04%	105
2024 Q2	$483K	Hold	5,500	–	–	0.04%	105
2024 Q1	$474K	Hold	5,500	–	–	0.04%	107
2023 Q4	$447K	Hold	5,500	–	–	0.04%	109
2023 Q3	$414K	Hold	5,500	–	–	0.04%	109
2023 Q2	$463K	Hold	5,500	–	–	0.04%	106
2023 Q1	$500K	Hold	5,500	–	–	0.05%	100
2022 Q4	$522K	Hold	5,500	–	–	0.05%	109
2022 Q3	$475K	Hold	5,500	–	–	0.05%	108
2022 Q2	$528K	Hold	5,500	–	–	0.05%	100
2022 Q1	$549K	Hold	5,500	–	–	0.05%	105
2021 Q4	$489K	Hold	5,500	–	–	0.04%	115
2021 Q3	$446K	Hold	5,500	–	–	0.04%	118
2021 Q2	$465K	Hold	5,500	–	–	0.04%	112
2021 Q1	$466K	Hold	5,500	–	–	0.04%	107
2020 Q4	$458K	Hold	5,500	–	–	0.05%	105
2020 Q3	$450K	Hold	5,500	–	–	0.06%	92
2020 Q2	$438K	Hold	5,500	–	–	0.06%	88
2020 Q1	$440K	Sell	5,500 -150	-3%	-$14.2K	0.07%	86
2019 Q4	$534K	Hold	5,650	–	–	0.07%	84
2019 Q3	$529K	Hold	5,650	–	–	0.07%	86
2019 Q2	$497K	Hold	5,650	–	–	0.07%	90
2019 Q1	$473K	Sell	5,650 -150	-3%	-$11.9K	0.07%	85
2018 Q4	$433K	Hold	5,800	–	–	0.07%	84
2018 Q3	$411K	Sell	5,800 -100	-2%	-$7.12K	0.05%	90
2018 Q2	$409K	Buy	5,900 +500	+9%	+$33.7K	0.06%	90
2018 Q1	$370K	Sell	5,400 -400	-7%	-$26.9K	0.05%	93
2017 Q4	$427K	Hold	5,800	–	–	0.06%	94
2017 Q3	$407K	Hold	5,800	–	–	0.06%	92
2017 Q2	$403K	Sell	5,800 -414	-7%	-$28.8K	0.06%	93
2017 Q1	$417K	Hold	6,214	–	–	0.07%	86
2016 Q4	$391K	Hold	6,214	–	–	0.07%	84
2016 Q3	$399K	Hold	6,214	–	–	0.07%	81
2016 Q2	$436K	Hold	6,214	–	–	0.08%	82
2016 Q1	$413K	Hold	6,214	–	–	0.07%	86
2015 Q4	$362K	Hold	6,214	–	–	0.07%	101
2015 Q3	$353K	Hold	6,214	–	–	0.07%	99
2015 Q2	$329K	Hold	6,214	–	–	0.06%	105
2015 Q1	$350K	Hold	6,214	–	–	0.06%	104
2014 Q4	$378K	Hold	6,214	–	–	0.07%	99
2014 Q3	$324K	Hold	6,214	–	–	0.06%	100
2014 Q2	$347K	Sell	6,214 -581	-9%	-$30.6K	0.09%	90
2014 Q1	$344K	Buy	6,795 +194	+3%	+$9.43K	0.08%	92
2013 Q4	$309K	Hold	6,601	–	–	0.08%	90
2013 Q3	$286K	Hold	6,601	–	–	0.08%	92
2013 Q2	$296K	Buy	+6,601	New	+$317K	0.08%	87

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

Atwood & Palmer's AEP Position: Q2 2026 in Review

Atwood & Palmer held its American Electric Power (AEP) position steady in Q2 2026 at 5,500 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #104.

Atwood & Palmer first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Atwood & Palmer held 5,500 shares of American Electric Power worth $752K as of Q2 2026.
Atwood & Palmer left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #104 holding.
Atwood & Palmer first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.