Birmingham Capital Management’s American Electric Power AEP Stock Holding History

Birmingham Capital 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
2025 Q2	–	Sell	-3,670	Closed	-$401K	–	100
2025 Q1	$401K	Sell	3,670 -150	-4%	-$15.2K	0.15%	88
2024 Q4	$352K	Hold	3,820	–	–	0.13%	94
2024 Q3	$392K	Hold	3,820	–	–	0.14%	86
2024 Q2	$335K	Sell	3,820 -300	-7%	-$26.2K	0.13%	96
2024 Q1	$355K	Sell	4,120 -800	-16%	-$65K	0.13%	91
2023 Q4	$400K	Sell	4,920 -600	-11%	-$46.6K	0.16%	86
2023 Q3	$415K	Buy	5,520 +420	+8%	+$34.2K	0.17%	84
2023 Q2	$429K	Sell	5,100 -420	-8%	-$37.1K	0.18%	85
2023 Q1	$502K	Hold	5,520	–	–	0.2%	78
2022 Q4	$524K	Sell	5,520 -450	-8%	-$41K	0.2%	82
2022 Q3	$516K	Hold	5,970	–	–	0.23%	78
2022 Q2	$573K	Hold	5,970	–	–	0.23%	77
2022 Q1	$596K	Sell	5,970 -200	-3%	-$18.3K	0.21%	78
2021 Q4	$549K	Hold	6,170	–	–	0.2%	79
2021 Q3	$501K	Sell	6,170 -100	-2%	-$8.73K	0.19%	79
2021 Q2	$530K	Hold	6,270	–	–	0.19%	77
2021 Q1	$531K	Hold	6,270	–	–	0.2%	73
2020 Q4	$522K	Sell	6,270 -75	-1%	-$6.51K	0.22%	73
2020 Q3	$519K	Sell	6,345 -75	-1%	-$6.18K	0.24%	73
2020 Q2	$511K	Sell	6,420 -1,050	-14%	-$85.7K	0.25%	71
2020 Q1	$597K	Sell	7,470 -400	-5%	-$37.8K	0.33%	66
2019 Q4	$744K	Sell	7,870 -200	-2%	-$18.5K	0.33%	63
2019 Q3	$756K	Sell	8,070 -200	-2%	-$18.2K	0.35%	62
2019 Q2	$728K	Hold	8,270	–	–	0.33%	65
2019 Q1	$693K	Hold	8,270	–	–	0.31%	64
2018 Q4	$618K	Hold	8,270	–	–	0.3%	64
2018 Q3	$586K	Hold	8,270	–	–	0.24%	68
2018 Q2	$573K	Sell	8,270 -500	-6%	-$33.7K	0.25%	70
2018 Q1	$602K	Hold	8,770	–	–	0.25%	67
2017 Q4	$645K	Sell	8,770 -150	-2%	-$11.2K	0.25%	69
2017 Q3	$627K	Hold	8,920	–	–	0.25%	67
2017 Q2	$620K	Sell	8,920 -700	-7%	-$48.6K	0.25%	72
2017 Q1	$646K	Hold	9,620	–	–	0.26%	69
2016 Q4	$606K	Hold	9,620	–	–	0.26%	69
2016 Q3	$674K	Hold	9,620	–	–	0.3%	66
2016 Q2	$674K	Buy	9,620 +150	+2%	+$9.82K	0.3%	66
2016 Q1	$629K	Sell	9,470 -1,250	-12%	-$77.3K	0.26%	68
2015 Q4	$625K	Hold	10,720	–	–	0.25%	68
2015 Q3	$610K	Hold	10,720	–	–	0.27%	68
2015 Q2	$568K	Sell	10,720 -1,350	-11%	-$74.7K	0.22%	69
2015 Q1	$679K	Sell	12,070 -1,200	-9%	-$71.2K	0.26%	68
2014 Q4	$806K	Sell	13,270 -1,550	-10%	-$88.7K	0.31%	67
2014 Q3	$774K	Hold	14,820	–	–	0.29%	65
2014 Q2	$827K	Hold	14,820	–	–	0.3%	64
2014 Q1	$751K	Hold	14,820	–	–	0.28%	64
2013 Q4	$693K	Hold	14,820	–	–	0.26%	65
2013 Q3	$642K	Hold	14,820	–	–	0.25%	67
2013 Q2	$664K	Buy	+14,820	New	+$711K	0.28%	66

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Birmingham Capital Management's AEP Position: Q2 2025 in Review

Birmingham Capital Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 3,670 shares — an estimated $401K sold.

Birmingham Capital Management first reported a position in AEP in Q2 2013 and held it in 48 quarters. The position peaked at $827K in Q2 2014. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Birmingham Capital Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
Birmingham Capital Management sold 3,670 American Electric Power shares in Q2 2025, an estimated $401K.
Birmingham Capital Management first reported a position in American Electric Power in Q2 2013 and held it in 48 quarters.
Birmingham Capital Management's American Electric Power position peaked at $827K in Q2 2014.
1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Birmingham Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.