Everett Harris & Co’s American Electric Power AEP Stock Holding History

Everett Harris & Co’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	–	Sell	-2,079	Closed	-$272K	–	293
2026 Q1	$272K	Sell	2,079 -290	-12%	-$36.3K	﹤0.01%	290
2025 Q4	$273K	Hold	2,369	–	–	﹤0.01%	295
2025 Q3	$267K	Hold	2,369	–	–	﹤0.01%	288
2025 Q2	$246K	Hold	2,369	–	–	﹤0.01%	294
2025 Q1	$259K	Sell	2,369 -139	-6%	-$14.1K	﹤0.01%	280
2024 Q4	$231K	Sell	2,508 -203	-7%	-$19.6K	﹤0.01%	272
2024 Q3	$278K	Sell	2,711 -1,000	-27%	-$97.6K	﹤0.01%	244
2024 Q2	$326K	Sell	3,711 -150	-4%	-$13.1K	﹤0.01%	219
2024 Q1	$332K	Sell	3,861 -680	-15%	-$55.3K	﹤0.01%	212
2023 Q4	$369K	Hold	4,541	–	–	0.01%	204
2023 Q3	$342K	Hold	4,541	–	–	0.01%	202
2023 Q2	$382K	Hold	4,541	–	–	0.01%	195
2023 Q1	$413K	Sell	4,541 -2,000	-31%	-$183K	0.01%	185
2022 Q4	$621K	Hold	6,541	–	–	0.01%	155
2022 Q3	$565K	Hold	6,541	–	–	0.01%	157
2022 Q2	$628K	Hold	6,541	–	–	0.01%	157
2022 Q1	$653K	Sell	6,541 -250	-4%	-$22.8K	0.01%	165
2021 Q4	$604K	Hold	6,791	–	–	0.01%	172
2021 Q3	$551K	Hold	6,791	–	–	0.01%	174
2021 Q2	$574K	Hold	6,791	–	–	0.01%	172
2021 Q1	$575K	Sell	6,791 -70	-1%	-$5.64K	0.01%	164
2020 Q4	$571K	Buy	6,861 +70	+1%	+$6.08K	0.01%	163
2020 Q3	$555K	Hold	6,791	–	–	0.01%	160
2020 Q2	$541K	Hold	6,791	–	–	0.01%	153
2020 Q1	$543K	Sell	6,791 -400	-6%	-$37.8K	0.01%	150
2019 Q4	$680K	Sell	7,191 -111	-2%	-$10.3K	0.02%	160
2019 Q3	$684K	Hold	7,302	–	–	0.02%	155
2019 Q2	$643K	Hold	7,302	–	–	0.02%	156
2019 Q1	$612K	Hold	7,302	–	–	0.02%	160
2018 Q4	$546K	Hold	7,302	–	–	0.02%	156
2018 Q3	$518K	Sell	7,302 -500	-6%	-$35.6K	0.01%	170
2018 Q2	$540K	Hold	7,802	–	–	0.01%	158
2018 Q1	$535K	Sell	7,802 -726	-9%	-$48.9K	0.01%	157
2017 Q4	$627K	Hold	8,528	–	–	0.02%	154
2017 Q3	$599K	Sell	8,528 -250	-3%	-$17.8K	0.02%	154
2017 Q2	$610K	Hold	8,778	–	–	0.02%	157
2017 Q1	$589K	Sell	8,778 -100	-1%	-$6.48K	0.02%	159
2016 Q4	$559K	Sell	8,878 -400	-4%	-$24.7K	0.02%	160
2016 Q3	$596K	Hold	9,278	–	–	0.02%	156
2016 Q2	$650K	Sell	9,278 -350	-4%	-$22.9K	0.02%	152
2016 Q1	$639K	Sell	9,628 -570	-6%	-$35.3K	0.02%	161
2015 Q4	$594K	Hold	10,198	–	–	0.02%	159
2015 Q3	$580K	Hold	10,198	–	–	0.02%	164
2015 Q2	$540K	Hold	10,198	–	–	0.02%	168
2015 Q1	$574K	Buy	10,198 +970	+11%	+$57.6K	0.02%	155
2014 Q4	$560K	Sell	9,228 -150	-2%	-$8.58K	0.02%	153
2014 Q3	$490K	Hold	9,378	–	–	0.02%	161
2014 Q2	$523K	Hold	9,378	–	–	0.02%	152
2014 Q1	$475K	Hold	9,378	–	–	0.02%	155
2013 Q4	$438K	Hold	9,378	–	–	0.02%	156
2013 Q3	$407K	Hold	9,378	–	–	0.02%	147
2013 Q2	$420K	Buy	+9,378	New	+$450K	0.02%	147

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Everett Harris & Co's AEP Position: Q2 2026 in Review

Everett Harris & Co sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 2,079 shares — an estimated $272K sold.

Everett Harris & Co first reported a position in AEP in Q2 2013 and held it in 52 quarters. The position peaked at $684K in Q3 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Everett Harris & Co reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Everett Harris & Co sold 2,079 American Electric Power shares in Q2 2026, an estimated $272K.
Everett Harris & Co first reported a position in American Electric Power in Q2 2013 and held it in 52 quarters.
Everett Harris & Co's American Electric Power position peaked at $684K in Q3 2019.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.