Choate Investment Advisors’s American Electric Power AEP Stock Holding History

Choate Investment Advisors’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	$430K	Sell	3,140 -89	-3%	-$11.7K	0.01%	342
2026 Q1	$423K	Buy	3,229 +10	+0.3%	+$1.25K	0.01%	321
2025 Q4	$371K	Sell	3,219 -816	-20%	-$96.4K	0.01%	346
2025 Q3	$454K	Buy	4,035 +95	+2%	+$10.4K	0.01%	294
2025 Q2	$409K	Hold	3,940	–	–	0.01%	293
2025 Q1	$431K	Sell	3,940 -605	-13%	-$61.3K	0.01%	275
2024 Q4	$419K	Buy	+4,545	New	+$440K	0.01%	290
2024 Q3	–	Sell	-2,402	Closed	-$211K	–	384
2024 Q2	$211K	Sell	2,402 -742	-24%	-$64.9K	0.01%	358
2024 Q1	$271K	Buy	3,144 +197	+7%	+$16K	0.01%	344
2023 Q4	$239K	Buy	+2,947	New	+$229K	0.01%	335

Other funds holding AEP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Choate Investment Advisors's AEP Position: Q2 2026 in Review

Choate Investment Advisors reduced its American Electric Power (AEP) stake by 2.8% in Q2 2026, selling an estimated $11.7K and leaving 3,140 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #342.

Choate Investment Advisors first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q3 2025. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Choate Investment Advisors held 3,140 shares of American Electric Power worth $430K as of Q2 2026.
Choate Investment Advisors sold 89 American Electric Power shares in Q2 2026, an estimated $11.7K.
American Electric Power made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #342 holding.
Choate Investment Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
Choate Investment Advisors's American Electric Power position peaked at $454K in Q3 2025.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.