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Bay Colony Advisors’s American Electric Power AEP Stock Holding History

Bay Colony Advisors’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 		$1.9M Sell
13,898
-241
-2% -$31.7K 0.21% 100
2026
Q1 		$1.85M Buy
14,139
+2,172
+18% +$272K 0.23% 101
2025
Q4 		$1.38M Buy
11,967
+1,893
+19% +$224K 0.17% 121
2025
Q3 		$1.13M Buy
10,074
+4,230
+72% +$463K 0.13% 144
2025
Q2 		$606K Sell
5,844
-10,073
-63% -$1.05M 0.08% 209
2025
Q1 		$1.7M Buy
15,917
+494
+3% +$50K 0.26% 83
2024
Q4 		$1.42M Buy
15,423
+404
+3% +$39.1K 0.21% 102
2024
Q3 		$1.54M Buy
15,019
+28
+0.2% +$2.73K 0.23% 95
2024
Q2 		$1.32M Sell
14,991
-239
-2% -$20.9K 0.22% 95
2024
Q1 		$1.31M Buy
15,230
+1,695
+13% +$138K 0.23% 92
2023
Q4 		$1.1M Buy
13,535
+1,973
+17% +$153K 0.22% 102
2023
Q3 		$870K Buy
11,562
+2,235
+24% +$182K 0.21% 112
2023
Q2 		$785K Buy
9,327
+656
+8% +$57.9K 0.19% 117
2023
Q1 		$784K Buy
8,671
+1,031
+13% +$94.3K 0.21% 111
2022
Q4 		$725K Buy
7,640
+258
+3% +$23.5K 0.19% 126
2022
Q3 		$638K Sell
7,382
-1,591
-18% -$157K 0.19% 123
2022
Q2 		$884K Sell
8,973
-1,871
-17% -$185K 0.23% 110
2022
Q1 		$1.08M Buy
10,844
+1,153
+12% +$105K 0.26% 99
2021
Q4 		$862K Buy
9,691
+3,298
+52% +$278K 0.25% 103
2021
Q3 		$519K Buy
6,393
+229
+4% +$20K 0.17% 163
2021
Q2 		$521K Buy
6,164
+23
+0.4% +$1.98K 0.17% 161
2021
Q1 		$520K Buy
6,141
+1,005
+20% +$81K 0.2% 148
2020
Q4 		$428K Sell
5,136
-199
-4% -$17.3K 0.23% 136
2020
Q3 		$436K Buy
5,335
+1,418
+36% +$117K 0.27% 114
2020
Q2 		$312K Buy
+3,917
New +$320K 0.23% 132
2018
Q3 		– Sell
-303
Closed -$21K – 226
2018
Q2 		$21K Buy
+303
New +$20.4K 0.01% 512

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

Bay Colony Advisors's AEP Position: Q2 2026 in Review

Bay Colony Advisors reduced its American Electric Power (AEP) stake by 1.7% in Q2 2026, selling an estimated $31.7K and leaving 13,898 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #100.

Bay Colony Advisors first reported a position in AEP in Q2 2018 and has held it in 26 quarters since. 619 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bay Colony Advisors held 13,898 shares of American Electric Power worth $1.9M as of Q2 2026.
  • Bay Colony Advisors sold 241 American Electric Power shares in Q2 2026, an estimated $31.7K.
  • American Electric Power made up 0.21% of Bay Colony Advisors's portfolio in Q2 2026, its #100 holding.
  • Bay Colony Advisors first reported a position in American Electric Power in Q2 2018 and has held it in 26 quarters since.
  • 619 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.