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Chesley Taft & Associates’s American Electric Power AEP Stock Holding History

Chesley Taft & Associates’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 		$416K Buy
3,039
+23
+0.8% +$3.03K 0.02% 299
2026
Q1 		$395K Sell
3,016
-25
-0.8% -$3.13K 0.02% 298
2025
Q4 		$351K Buy
3,041
+161
+6% +$19K 0.01% 311
2025
Q3 		$324K Buy
2,880
+284
+11% +$31.1K 0.01% 302
2025
Q2 		$269K Buy
2,596
+55
+2% +$5.72K 0.01% 308
2025
Q1 		$278K Hold
2,541
– – 0.01% 306
2024
Q4 		$234K Hold
2,541
– – 0.01% 308
2024
Q3 		$261K Buy
+2,541
New +$248K 0.01% 299
2023
Q3 		– Sell
-4,004
Closed -$337K – 290
2023
Q2 		$337K Sell
4,004
-1,705
-30% -$151K 0.02% 257
2023
Q1 		$519K Sell
5,709
-2,067
-27% -$189K 0.03% 220
2022
Q4 		$738K Sell
7,776
-432
-5% -$39.3K 0.05% 192
2022
Q3 		$710K Buy
8,208
+170
+2% +$16.8K 0.05% 188
2022
Q2 		$771K Buy
8,038
+192
+2% +$19K 0.05% 188
2022
Q1 		$803K Buy
7,846
+1,365
+21% +$125K 0.05% 198
2021
Q4 		$577K Buy
6,481
+1,280
+25% +$108K 0.03% 220
2021
Q3 		$422K Buy
+5,201
New +$454K 0.02% 245
2019
Q4 		– Sell
-2,428
Closed -$227K – 262
2019
Q3 		$227K Buy
+2,428
New +$220K 0.02% 255

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

Chesley Taft & Associates's AEP Position: Q2 2026 in Review

Chesley Taft & Associates increased its American Electric Power (AEP) stake by 0.76% in Q2 2026, buying an estimated $3.03K and bringing the position to 3,039 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #299.

Chesley Taft & Associates first reported a position in AEP in Q3 2019 and has held it in 17 quarters since. The position peaked at $803K in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Chesley Taft & Associates held 3,039 shares of American Electric Power worth $416K as of Q2 2026.
  • Chesley Taft & Associates bought 23 American Electric Power shares in Q2 2026, an estimated $3.03K.
  • American Electric Power made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #299 holding.
  • Chesley Taft & Associates first reported a position in American Electric Power in Q3 2019 and has held it in 17 quarters since.
  • Chesley Taft & Associates's American Electric Power position peaked at $803K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.