Birchbrook’s American Electric Power AEP Stock Holding History

Birchbrook’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	$55.9K	Buy	409 +1	+0.2%	+$132	0.03%	126
2026 Q1	$53.5K	Hold	408	–	–	0.03%	124
2025 Q4	$47K	Hold	408	–	–	0.02%	125
2025 Q3	$45.8K	Buy	408 +1	+0.2%	+$109	0.02%	126
2025 Q2	$42.2K	Hold	407	–	–	0.02%	128
2025 Q1	$44.4K	Sell	407 -359	-47%	-$36.4K	0.03%	126
2024 Q4	$70.7K	Buy	766 +360	+89%	+$34.8K	0.04%	106
2024 Q3	$41.6K	Buy	406 +68	+20%	+$6.64K	0.02%	124
2024 Q2	$29.7K	Hold	338	–	–	0.02%	142
2024 Q1	$29.1K	Buy	338 +1	+0.3%	+$81	0.02%	147
2023 Q4	$27.4K	Buy	+337	New	+$26.2K	0.02%	149

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

Birchbrook's AEP Position: Q2 2026 in Review

Birchbrook increased its American Electric Power (AEP) stake by 0.25% in Q2 2026, buying an estimated $132 and bringing the position to 409 shares worth $55.9K. The position accounts for 0.03% of the portfolio, ranked #126.

Birchbrook first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $70.7K in Q4 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Birchbrook held 409 shares of American Electric Power worth $55.9K as of Q2 2026.
Birchbrook bought 1 American Electric Power share in Q2 2026, an estimated $132.
American Electric Power made up 0.03% of Birchbrook's portfolio in Q2 2026, its #126 holding.
Birchbrook first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
Birchbrook's American Electric Power position peaked at $70.7K in Q4 2024.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.