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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Choate Investment Advisors's AEP Position: Q1 2026 in Review

Choate Investment Advisors increased its American Electric Power (AEP) stake by 0.31% in Q1 2026, buying an estimated $1.25K and bringing the position to 3,229 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #321.

Choate Investment Advisors first reported a position in AEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $454K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Choate Investment Advisors held 3,229 shares of American Electric Power worth $423K as of Q1 2026.
Choate Investment Advisors bought 10 American Electric Power shares in Q1 2026, an estimated $1.25K.
American Electric Power made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #321 holding.
Choate Investment Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 9 quarters since.
Choate Investment Advisors's American Electric Power position peaked at $454K in Q3 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.