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Essex Savings Bank’s American Electric Power AEP Stock Holding History

Essex Savings Bank’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 		$604K Sell
4,415
-2
-0% -$263 0.13% 161
2026
Q1 		$579K Sell
4,417
-58
-1% -$7.26K 0.13% 148
2025
Q4 		$516K Buy
4,475
+179
+4% +$21.1K 0.11% 164
2025
Q3 		$483K Hold
4,296
– – 0.11% 157
2025
Q2 		$446K Hold
4,296
– – 0.11% 169
2025
Q1 		$469K Sell
4,296
-4
-0.1% -$405 0.12% 160
2024
Q4 		$397K Buy
4,300
+26
+0.6% +$2.52K 0.1% 174
2024
Q3 		$439K Buy
4,274
+897
+27% +$87.5K 0.11% 165
2024
Q2 		$296K Buy
3,377
+592
+21% +$51.8K 0.08% 197
2024
Q1 		$226K Hold
2,785
– – 0.07% 236
2023
Q4 		$226K Buy
2,785
+87
+3% +$6.75K 0.07% 235
2023
Q3 		$203K Buy
2,698
+51
+2% +$4.15K 0.07% 223
2023
Q2 		$223K Buy
+2,647
New +$234K 0.07% 212
2023
Q1 		– Sell
-2,230
Closed -$212K – 224
2022
Q4 		$212K Sell
2,230
-604
-21% -$55K 0.07% 213
2022
Q3 		$245K Buy
2,834
+595
+27% +$58.8K 0.1% 175
2022
Q2 		$214K Sell
2,239
-2
-0.1% -$198 0.08% 196
2022
Q1 		$224K Buy
+2,241
New +$205K 0.07% 206
2019
Q4 		– Sell
-2,144
Closed -$201K – 176
2019
Q3 		$201K Buy
2,144
+776
+57% +$70.5K 0.11% 173
2019
Q2 		$120K Hold
1,368
– – 0.04% 310
2019
Q1 		$115K Sell
1,368
-470
-26% -$37.4K 0.07% 203
2018
Q4 		$137K Buy
+1,838
New +$138K 0.09% 169

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Essex Savings Bank's AEP Position: Q2 2026 in Review

Essex Savings Bank reduced its American Electric Power (AEP) stake by 0.05% in Q2 2026, selling an estimated $263 and leaving 4,415 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #161.

Essex Savings Bank first reported a position in AEP in Q4 2018 and has held it in 21 quarters since. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Essex Savings Bank held 4,415 shares of American Electric Power worth $604K as of Q2 2026.
  • Essex Savings Bank sold 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.13% of Essex Savings Bank's portfolio in Q2 2026, its #161 holding.
  • Essex Savings Bank first reported a position in American Electric Power in Q4 2018 and has held it in 21 quarters since.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.