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Douglas Lane & Associates’s American Electric Power AEP Stock Holding History

Douglas Lane & 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 		$459K Buy
3,354
+515
+18% +$67.8K 0.01% 200
2026
Q1 		$372K Buy
2,839
+37
+1% +$4.63K 0.01% 197
2025
Q4 		$323K Sell
2,802
-153
-5% -$18.1K ﹤0.01% 199
2025
Q3 		$332K Buy
2,955
+797
+37% +$87.2K ﹤0.01% 203
2025
Q2 		$224K Sell
2,158
-199
-8% -$20.7K ﹤0.01% 226
2025
Q1 		$258K Buy
2,357
+51
+2% +$5.17K ﹤0.01% 218
2024
Q4 		$213K Buy
2,306
+70
+3% +$6.77K ﹤0.01% 223
2024
Q3 		$229K Sell
2,236
-240
-10% -$23.4K ﹤0.01% 221
2024
Q2 		$217K Sell
2,476
-131
-5% -$11.5K ﹤0.01% 219
2024
Q1 		$224K Sell
2,607
-61
-2% -$4.96K ﹤0.01% 228
2023
Q4 		$217K Sell
2,668
-1,031
-28% -$80K ﹤0.01% 229
2023
Q3 		$278K Hold
3,699
– – ﹤0.01% 206
2023
Q2 		$311K Hold
3,699
– – 0.01% 197
2023
Q1 		$337K Buy
3,699
+76
+2% +$6.95K 0.01% 196
2022
Q4 		$344K Sell
3,623
-96
-3% -$8.74K 0.01% 196
2022
Q3 		$322K Sell
3,719
-13
-0.3% -$1.28K 0.01% 192
2022
Q2 		$358K Buy
3,732
+491
+15% +$48.7K 0.01% 191
2022
Q1 		$323K Sell
3,241
-17
-0.5% -$1.55K ﹤0.01% 200
2021
Q4 		$290K Sell
3,258
-71
-2% -$5.99K ﹤0.01% 206
2021
Q3 		$270K Buy
3,329
+62
+2% +$5.41K ﹤0.01% 203
2021
Q2 		$276K Buy
+3,267
New +$281K ﹤0.01% 197
2020
Q1 		– Sell
-2,228
Closed -$211K – 196
2019
Q4 		$211K Hold
2,228
– – ﹤0.01% 200
2019
Q3 		$209K Buy
+2,228
New +$202K ﹤0.01% 205

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

Douglas Lane & Associates's AEP Position: Q2 2026 in Review

Douglas Lane & Associates increased its American Electric Power (AEP) stake by 18% in Q2 2026, buying an estimated $67.8K and bringing the position to 3,354 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #200.

Douglas Lane & Associates first reported a position in AEP in Q3 2019 and has held it in 23 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Douglas Lane & Associates held 3,354 shares of American Electric Power worth $459K as of Q2 2026.
  • Douglas Lane & Associates bought 515 American Electric Power shares in Q2 2026, an estimated $67.8K.
  • American Electric Power made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #200 holding.
  • Douglas Lane & Associates first reported a position in American Electric Power in Q3 2019 and has held it in 23 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.