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Beese Fulmer Investment Management’s American Electric Power AEP Stock Holding History

Beese Fulmer Investment 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
Q1 		$1.92M Buy
14,677
+375
+3% +$46.9K 0.12% 106
2025
Q4 		$1.65M Sell
14,302
-1,819
-11% -$215K 0.11% 113
2025
Q3 		$1.81M Sell
16,121
-535
-3% -$58.5K 0.13% 111
2025
Q2 		$1.73M Buy
16,656
+872
+6% +$90.7K 0.13% 113
2025
Q1 		$1.72M Sell
15,784
-132
-0.8% -$13.4K 0.15% 97
2024
Q4 		$1.47M Sell
15,916
-13
-0.1% -$1.26K 0.13% 102
2024
Q3 		$1.63M Buy
15,929
+34
+0.2% +$3.32K 0.14% 96
2024
Q2 		$1.39M Sell
15,895
-35,349
-69% -$3.09M 0.13% 102
2024
Q1 		$4.41M Buy
51,244
+8,629
+20% +$701K 0.42% 61
2023
Q4 		$3.46M Sell
42,615
-3,557
-8% -$276K 0.36% 61
2023
Q3 		$3.47M Buy
46,172
+1,707
+4% +$139K 0.39% 64
2023
Q2 		$3.74M Buy
44,465
+3,764
+9% +$332K 0.41% 64
2023
Q1 		$3.7M Buy
40,701
+5,116
+14% +$468K 0.42% 64
2022
Q4 		$3.38M Buy
35,585
+4,789
+16% +$436K 0.41% 67
2022
Q3 		$2.66M Buy
30,796
+1,444
+5% +$143K 0.36% 73
2022
Q2 		$2.82M Buy
29,352
+426
+1% +$42.2K 0.36% 71
2022
Q1 		$2.89M Sell
28,926
-1,006
-3% -$91.9K 0.31% 78
2021
Q4 		$2.66M Buy
29,932
+6,830
+30% +$576K 0.28% 84
2021
Q3 		$1.88M Buy
23,102
+6,165
+36% +$538K 0.21% 93
2021
Q2 		$1.43M Hold
16,937
– – 0.16% 106
2021
Q1 		$1.44M Buy
16,937
+642
+4% +$51.8K 0.17% 106
2020
Q4 		$1.36M Sell
16,295
-819
-5% -$71.1K 0.17% 102
2020
Q3 		$1.4M Buy
17,114
+260
+2% +$21.4K 0.2% 97
2020
Q2 		$1.34M Sell
16,854
-1,459
-8% -$119K 0.2% 95
2020
Q1 		$1.47M Sell
18,313
-348
-2% -$32.9K 0.26% 86
2019
Q4 		$1.76M Buy
18,661
+100
+0.5% +$9.24K 0.25% 96
2019
Q3 		$1.74M Buy
18,561
+2,785
+18% +$253K 0.26% 94
2019
Q2 		$1.39M Sell
15,776
-100
-0.6% -$8.62K 0.26% 83
2019
Q1 		$1.33M Hold
15,876
– – 0.26% 84
2018
Q4 		$1.19M Sell
15,876
-800
-5% -$60K 0.27% 84
2018
Q3 		$1.18M Buy
16,676
+2,032
+14% +$145K 0.23% 91
2018
Q2 		$1.01M Hold
14,644
– – 0.21% 93
2018
Q1 		$1M Sell
14,644
-500
-3% -$33.7K 0.22% 93
2017
Q4 		$1.11M Sell
15,144
-750
-5% -$56K 0.24% 91
2017
Q3 		$1.12M Buy
15,894
+459
+3% +$32.7K 0.25% 88
2017
Q2 		$1.07M Sell
15,435
-399
-3% -$27.7K 0.26% 87
2017
Q1 		$1.06M Sell
15,834
-1
-0% -$65 0.26% 84
2016
Q4 		$997K Hold
15,835
– – 0.26% 86
2016
Q3 		$1.02M Sell
15,835
-500
-3% -$33.6K 0.27% 81
2016
Q2 		$1.15M Hold
16,335
– – 0.33% 73
2016
Q1 		$1.08M Hold
16,335
– – 0.31% 77
2015
Q4 		$952K Hold
16,335
– – 0.29% 80
2015
Q3 		$929K Hold
16,335
– – 0.31% 78
2015
Q2 		$865K Sell
16,335
-700
-4% -$38.8K 0.28% 80
2015
Q1 		$958K Sell
17,035
-200
-1% -$11.9K 0.32% 74
2014
Q4 		$1.05M Sell
17,235
-300
-2% -$17.2K 0.33% 77
2014
Q3 		$916K Sell
17,535
-100
-0.6% -$5.29K 0.3% 85
2014
Q2 		$984K Hold
17,635
– – 0.32% 81
2014
Q1 		$893K Buy
17,635
+548
+3% +$26.6K 0.31% 81
2013
Q4 		$799K Buy
17,087
+1,013
+6% +$46.7K 0.28% 85
2013
Q3 		$697K Buy
16,074
+250
+2% +$11.1K 0.27% 86
2013
Q2 		$709K Buy
+15,824
New +$760K 0.3% 78

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beese Fulmer Investment Management's AEP Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its American Electric Power (AEP) stake by 2.6% in Q1 2026, buying an estimated $46.9K and bringing the position to 14,677 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #106.

Beese Fulmer Investment Management first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.41M in Q1 2024. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Beese Fulmer Investment Management held 14,677 shares of American Electric Power worth $1.92M as of Q1 2026.
  • Beese Fulmer Investment Management bought 375 American Electric Power shares in Q1 2026, an estimated $46.9K.
  • American Electric Power made up 0.12% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #106 holding.
  • Beese Fulmer Investment Management first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's American Electric Power position peaked at $4.41M in Q1 2024.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.