First Merchants Corp’s American Electric Power AEP Stock Holding History

First Merchants Corp’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	-1,733	Closed	-$227K	–	360
2026 Q1	$227K	Sell	1,733 -923	-35%	-$115K	0.01%	323
2025 Q4	$306K	Sell	2,656 -8	-0.3%	-$945	0.01%	307
2025 Q3	$300K	Sell	2,664 -152	-5%	-$16.6K	0.01%	312
2025 Q2	$292K	Hold	2,816	–	–	0.01%	312
2025 Q1	$308K	Hold	2,816	–	–	0.01%	309
2024 Q4	$260K	Sell	2,816 -520	-16%	-$50.3K	0.01%	354
2024 Q3	$342K	Sell	3,336 -1,588	-32%	-$155K	0.01%	329
2024 Q2	$432K	Buy	4,924 +1,123	+30%	+$98.2K	0.02%	288
2024 Q1	$327K	Buy	+3,801	New	+$309K	0.02%	194
2021 Q2	–	Sell	-2,390	Closed	-$202K	–	241
2021 Q1	$202K	Sell	2,390 -719	-23%	-$58K	0.01%	244
2020 Q4	$259K	Sell	3,109 -3,880	-56%	-$337K	0.02%	231
2020 Q3	$571K	Sell	6,989 -740	-10%	-$61K	0.04%	192
2020 Q2	$616K	Hold	7,729	–	–	0.05%	186
2020 Q1	$618K	Buy	7,729 +171	+2%	+$16.2K	0.08%	178
2019 Q4	$714K	Sell	7,558 -1,157	-13%	-$107K	0.07%	194
2019 Q3	$817K	Buy	+8,715	New	+$791K	0.09%	187

Other funds holding AEP

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return