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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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. 1,983 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.
  • 1,983 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.