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

Brookstone 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
2026
Q2 		$3.98M Sell
29,119
-80,166
-73% -$10.6M 0.04% 364
2026
Q1 		$14.3M Sell
109,285
-6,990
-6% -$875K 0.16% 154
2025
Q4 		$13.4M Sell
116,275
-5,697
-5% -$673K 0.15% 161
2025
Q3 		$13.7M Sell
121,972
-6,796
-5% -$744K 0.16% 150
2025
Q2 		$13.4M Buy
128,768
+2,489
+2% +$259K 0.18% 143
2025
Q1 		$13.8M Sell
126,279
-1,941
-2% -$197K 0.2% 126
2024
Q4 		$11.8M Buy
128,220
+836
+0.7% +$80.9K 0.17% 142
2024
Q3 		$13.1M Sell
127,384
-74
-0.1% -$7.22K 0.19% 124
2024
Q2 		$11.9M Sell
127,458
-5,830
-4% -$510K 0.2% 119
2024
Q1 		$11.5M Sell
133,288
-31,516
-19% -$2.56M 0.21% 119
2023
Q4 		$13.4M Sell
164,804
-7,421
-4% -$576K 0.26% 103
2023
Q3 		$12.8M Buy
172,225
+157,832
+1,097% +$12.8M 0.28% 96
2023
Q2 		$1.21M Sell
14,393
-1,851
-11% -$163K 0.02% 400
2023
Q1 		$1.52M Sell
16,244
-6,261
-28% -$573K 0.03% 370
2022
Q4 		$2.17M Buy
22,505
+1,882
+9% +$171K 0.04% 297
2022
Q3 		$1.69M Buy
20,623
+5,117
+33% +$506K 0.04% 311
2022
Q2 		$1.46M Buy
15,506
+258
+2% +$25.6K 0.03% 339
2022
Q1 		$1.55M Buy
15,248
+387
+3% +$35.4K 0.03% 322
2021
Q4 		$1.35M Sell
14,861
-954
-6% -$80.5K 0.02% 331
2021
Q3 		$1.32M Buy
15,815
+772
+5% +$67.4K 0.02% 336
2021
Q2 		$1.28M Buy
15,043
+2,107
+16% +$181K 0.02% 328
2021
Q1 		$1.1M Buy
12,936
+4,213
+48% +$340K 0.04% 243
2020
Q4 		$726K Buy
8,723
+1,404
+19% +$122K 0.03% 281
2020
Q3 		$598K Buy
7,319
+4,004
+121% +$330K 0.03% 249
2020
Q2 		$264K Sell
3,315
-1,271
-28% -$104K 0.02% 303
2020
Q1 		$367K Buy
4,586
+254
+6% +$24K 0.02% 243
2019
Q4 		$409K Sell
4,332
-980
-18% -$90.5K 0.02% 301
2019
Q3 		$498K Buy
5,312
+1,293
+32% +$117K 0.03% 270
2019
Q2 		$354K Buy
4,019
+480
+14% +$41.4K 0.02% 348
2019
Q1 		$296K Sell
3,539
-30
-0.8% -$2.39K 0.02% 333
2018
Q4 		$267K Sell
3,569
-215
-6% -$16.1K 0.02% 241
2018
Q3 		$268K Sell
3,784
-4
-0.1% -$285 0.02% 358
2018
Q2 		$262K Sell
3,788
-431
-10% -$29K 0.02% 319
2018
Q1 		$289K Sell
4,219
-3,060
-42% -$206K 0.03% 274
2017
Q4 		$536K Sell
7,279
-1,381
-16% -$103K 0.05% 186
2017
Q3 		$608K Buy
8,660
+2,168
+33% +$154K 0.06% 172
2017
Q2 		$451K Sell
6,492
-1,682
-21% -$117K 0.04% 187
2017
Q1 		$549K Sell
8,174
-1,930
-19% -$125K 0.06% 170
2016
Q4 		$636K Sell
10,104
-352
-3% -$21.7K 0.07% 154
2016
Q3 		$671K Buy
10,456
+852
+9% +$57.3K 0.07% 156
2016
Q2 		$673K Buy
9,604
+3,507
+58% +$230K 0.09% 149
2016
Q1 		$405K Sell
6,097
-1,797
-23% -$111K 0.06% 171
2015
Q4 		$460K Buy
7,894
+3,180
+67% +$180K 0.09% 87
2015
Q3 		$268K Sell
4,714
-1,200
-20% -$66.6K 0.05% 136
2015
Q2 		$313K Sell
5,914
-113
-2% -$6.25K 0.04% 170
2015
Q1 		$339K Buy
6,027
+1,630
+37% +$96.7K 0.05% 137
2014
Q4 		$267K Buy
4,397
+325
+8% +$18.6K 0.04% 135
2014
Q3 		$213K Buy
+4,072
New +$215K 0.04% 148

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

Brookstone Capital Management's AEP Position: Q2 2026 in Review

Brookstone Capital Management reduced its American Electric Power (AEP) stake by 73% in Q2 2026, selling an estimated $10.6M and leaving 29,119 shares worth $3.98M. The position accounts for 0.04% of the portfolio, ranked #364.

Brookstone Capital Management first reported a position in AEP in Q3 2014 and has held it in 48 quarters since. The position peaked at $14.3M in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Brookstone Capital Management held 29,119 shares of American Electric Power worth $3.98M as of Q2 2026.
  • Brookstone Capital Management sold 80,166 American Electric Power shares in Q2 2026, an estimated $10.6M.
  • American Electric Power made up 0.04% of Brookstone Capital Management's portfolio in Q2 2026, its #364 holding.
  • Brookstone Capital Management first reported a position in American Electric Power in Q3 2014 and has held it in 48 quarters since.
  • Brookstone Capital Management's American Electric Power position peaked at $14.3M in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.