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Bank of Stockton’s American Electric Power AEP Stock Holding History

Bank of Stockton’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 		$1.01M Sell
7,358
-92
-1% -$12.1K 0.28% 57
2026
Q1 		$977K Buy
7,450
+1,176
+19% +$147K 0.3% 57
2025
Q4 		$723K Buy
6,274
+880
+16% +$104K 0.21% 78
2025
Q3 		$607K Sell
5,394
-295
-5% -$32.3K 0.17% 85
2025
Q2 		$590K Sell
5,689
-2
-0% -$208 0.18% 79
2025
Q1 		$622K Buy
5,691
+796
+16% +$80.6K 0.2% 73
2024
Q4 		$451K Sell
4,895
-345
-7% -$33.4K 0.14% 95
2024
Q3 		$538K Buy
5,240
+178
+4% +$17.4K 0.16% 89
2024
Q2 		$444K Buy
5,062
+111
+2% +$9.71K 0.14% 95
2024
Q1 		$426K Buy
4,951
+685
+16% +$55.7K 0.13% 95
2023
Q4 		$331K Buy
4,266
+655
+18% +$50.8K 0.11% 103
2023
Q3 		$274K Buy
+3,611
New +$294K 0.1% 101
2016
Q2 		– Sell
-4,225
Closed -$281K – 105
2016
Q1 		$281K Buy
+4,225
New +$261K 0.15% 97

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Bank of Stockton's AEP Position: Q2 2026 in Review

Bank of Stockton reduced its American Electric Power (AEP) stake by 1.2% in Q2 2026, selling an estimated $12.1K and leaving 7,358 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #57.

Bank of Stockton first reported a position in AEP in Q1 2016 and has held it in 13 quarters since. 1,103 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bank of Stockton held 7,358 shares of American Electric Power worth $1.01M as of Q2 2026.
  • Bank of Stockton sold 92 American Electric Power shares in Q2 2026, an estimated $12.1K.
  • American Electric Power made up 0.28% of Bank of Stockton's portfolio in Q2 2026, its #57 holding.
  • Bank of Stockton first reported a position in American Electric Power in Q1 2016 and has held it in 13 quarters since.
  • 1,103 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.