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Bartlett & Co Wealth Management’s American Electric Power AEP Stock Holding History

Bartlett & Co Wealth 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 		$1.11M Sell
8,088
-145
-2% -$19.1K 0.01% 264
2026
Q1 		$1.11M Sell
8,233
-410
-5% -$51.3K 0.01% 259
2025
Q4 		$997K Buy
8,643
+301
+4% +$35.5K 0.01% 261
2025
Q3 		$938K Buy
8,342
+456
+6% +$49.9K 0.01% 265
2025
Q2 		$818K Buy
7,886
+150
+2% +$15.6K 0.01% 275
2025
Q1 		$845K Sell
7,736
-2,699
-26% -$273K 0.01% 270
2024
Q4 		$962K Sell
10,435
-52
-0.5% -$5.03K 0.01% 259
2024
Q3 		$1.08M Sell
10,487
-163
-2% -$15.9K 0.02% 244
2024
Q2 		$934K Sell
10,650
-40
-0.4% -$3.5K 0.01% 261
2024
Q1 		$920K Sell
10,690
-5,110
-32% -$415K 0.01% 271
2023
Q4 		$1.29M Sell
15,800
-235
-1% -$18.2K 0.02% 251
2023
Q3 		$1.21M Sell
16,035
-925
-5% -$75.3K 0.02% 243
2023
Q2 		$1.43M Buy
16,960
+15,010
+770% +$1.33M 0.02% 232
2023
Q1 		$177K Sell
1,950
-500
-20% -$45.7K ﹤0.01% 393
2022
Q4 		$233K Sell
2,450
-262
-10% -$23.9K ﹤0.01% 363
2022
Q3 		$235K Buy
2,712
+176
+7% +$17.4K 0.01% 353
2022
Q2 		$243K Buy
2,536
+25
+1% +$2.48K ﹤0.01% 344
2022
Q1 		$251K Hold
2,511
– – ﹤0.01% 361
2021
Q4 		$223K Buy
2,511
+397
+19% +$33.5K ﹤0.01% 377
2021
Q3 		$172K Sell
2,114
-110
-5% -$9.6K ﹤0.01% 348
2021
Q2 		$188K Sell
2,224
-47
-2% -$4.05K ﹤0.01% 338
2021
Q1 		$192K Hold
2,271
– – ﹤0.01% 333
2020
Q4 		$189K Hold
2,271
– – ﹤0.01% 334
2020
Q3 		$186K Hold
2,271
– – ﹤0.01% 318
2020
Q2 		$181K Buy
2,271
+255
+13% +$20.8K ﹤0.01% 323
2020
Q1 		$161K Hold
2,016
– – ﹤0.01% 311
2019
Q4 		$191K Sell
2,016
-300
-13% -$27.7K ﹤0.01% 338
2019
Q3 		$217K Buy
2,316
+251
+12% +$22.8K 0.01% 319
2019
Q2 		$182K Hold
2,065
– – 0.01% 264
2019
Q1 		$173K Hold
2,065
– – 0.01% 262
2018
Q4 		$154K Sell
2,065
-200
-9% -$15K 0.01% 269
2018
Q3 		$161K Hold
2,265
– – 0.01% 277
2018
Q2 		$157K Hold
2,265
– – 0.01% 276
2018
Q1 		$155K Buy
+2,265
New +$152K 0.01% 276

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

Bartlett & Co Wealth Management's AEP Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its American Electric Power (AEP) stake by 1.8% in Q2 2026, selling an estimated $19.1K and leaving 8,088 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #264.

Bartlett & Co Wealth Management first reported a position in AEP in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.43M in Q2 2023. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bartlett & Co Wealth Management held 8,088 shares of American Electric Power worth $1.11M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 145 American Electric Power shares in Q2 2026, an estimated $19.1K.
  • American Electric Power made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Bartlett & Co Wealth Management first reported a position in American Electric Power in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's American Electric Power position peaked at $1.43M in Q2 2023.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.