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

Eastover 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 		$9.05M Sell
66,182
-2,050
-3% -$270K 3.57% 12
2026
Q1 		$8.94M Buy
68,232
+335
+0.5% +$41.9K 3.83% 11
2025
Q4 		$7.83M Sell
67,897
-264
-0.4% -$31.2K 3.44% 12
2025
Q3 		$7.67M Sell
68,161
-4,369
-6% -$478K 3.33% 13
2025
Q2 		$7.53M Buy
72,530
+870
+1% +$90.5K 3.37% 12
2025
Q1 		$7.83M Sell
71,660
-580
-0.8% -$58.8K 3.78% 11
2024
Q4 		$6.66M Sell
72,240
-1,541
-2% -$149K 3.12% 16
2024
Q3 		$7.57M Buy
73,781
+523
+0.7% +$51K 3.55% 14
2024
Q2 		$6.42M Buy
73,258
+658
+0.9% +$57.6K 3.07% 11
2024
Q1 		$6.25M Sell
72,600
-934
-1% -$75.9K 3.06% 17
2023
Q4 		$5.97M Buy
73,534
+11,129
+18% +$864K 3.16% 17
2023
Q3 		$4.69M Buy
62,405
+1,514
+2% +$123K 2.82% 21
2023
Q2 		$5.13M Buy
60,891
+80
+0.1% +$7.07K 2.74% 20
2023
Q1 		$5.53M Buy
60,811
+1,061
+2% +$97.1K 3.1% 20
2022
Q4 		$5.67M Buy
59,750
+600
+1% +$54.6K 3.25% 16
2022
Q3 		$4.91M Buy
59,150
+589
+1% +$58.2K 3.06% 19
2022
Q2 		$5.62M Buy
58,561
+1,815
+3% +$180K 3.43% 12
2022
Q1 		$5.66M Buy
56,746
+5,752
+11% +$526K 2.99% 17
2021
Q4 		$4.54M Buy
50,994
+1,219
+2% +$103K 2.62% 21
2021
Q3 		$4.04M Buy
49,775
+1,653
+3% +$144K 2.63% 23
2021
Q2 		$4.07M Buy
48,122
+2,788
+6% +$240K 2.64% 22
2021
Q1 		$3.84M Sell
45,334
-3,437
-7% -$277K 2.71% 19
2020
Q4 		$4.06M Sell
48,771
-228
-0.5% -$19.8K 2.81% 19
2020
Q3 		$4M Buy
48,999
+1,262
+3% +$104K 3.04% 17
2020
Q2 		$3.8M Buy
47,737
+1,762
+4% +$144K 3.14% 11
2020
Q1 		$3.68M Buy
+45,975
New +$4.35M 3.57% 6

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

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

Eastover Investment Advisors reduced its American Electric Power (AEP) stake by 3% in Q2 2026, selling an estimated $270K and leaving 66,182 shares worth $9.05M. The position accounts for 3.57% of the portfolio, ranked #12.

Eastover Investment Advisors first reported a position in AEP in Q1 2020 and has held it in 26 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Eastover Investment Advisors held 66,182 shares of American Electric Power worth $9.05M as of Q2 2026.
  • Eastover Investment Advisors sold 2,050 American Electric Power shares in Q2 2026, an estimated $270K.
  • American Electric Power made up 3.57% of Eastover Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Eastover Investment Advisors first reported a position in American Electric Power in Q1 2020 and has held it in 26 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.