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Cromwell Holdings’s American Electric Power AEP Stock Holding History

Cromwell Holdings’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 		$237K Hold
1,731
– – 0.11% 171
2026
Q1 		$227K Hold
1,731
– – 0.13% 166
2025
Q4 		$200K Hold
1,731
– – 0.11% 181
2025
Q3 		$195K Hold
1,731
– – 0.1% 189
2025
Q2 		$180K Hold
1,731
– – 0.11% 183
2025
Q1 		$189K Hold
1,731
– – 0.12% 161
2024
Q4 		$160K Hold
1,731
– – 0.09% 201
2024
Q3 		$178K Hold
1,731
– – 0.11% 174
2024
Q2 		$152K Buy
+1,731
New +$151K 0.09% 191

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

Cromwell Holdings's AEP Position: Q2 2026 in Review

Cromwell Holdings held its American Electric Power (AEP) position steady in Q2 2026 at 1,731 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #171.

Cromwell Holdings first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 538 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cromwell Holdings held 1,731 shares of American Electric Power worth $237K as of Q2 2026.
  • Cromwell Holdings left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #171 holding.
  • Cromwell Holdings first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 538 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.