Goelzer Investment Management’s American Electric Power AEP Stock Holding History

Goelzer Investment Management’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	$10.4M	Sell	75,863 -2,365	-3%	-$312K	0.45%	40
2026 Q1	$10.3M	Buy	78,228 +3,538	+5%	+$443K	0.5%	36
2025 Q4	$8.61M	Buy	74,690 +205	+0.3%	+$24.2K	0.4%	49
2025 Q3	$8.38M	Sell	74,485 -1,662	-2%	-$182K	0.44%	45
2025 Q2	$7.9M	Sell	76,147 -484	-0.6%	-$50.4K	0.43%	51
2025 Q1	$8.37M	Sell	76,631 -1,556	-2%	-$158K	0.48%	46
2024 Q4	$7.21M	Sell	78,187 -1,584	-2%	-$153K	0.42%	52
2024 Q3	$8.18M	Sell	79,771 -476	-0.6%	-$46.5K	0.45%	46
2024 Q2	$7.04M	Sell	80,247 -836	-1%	-$73.1K	0.39%	52
2024 Q1	$6.98M	Buy	81,083 +30,703	+61%	+$2.5M	0.4%	60
2023 Q4	$4.09M	Sell	50,380 -14	-0%	-$1.09K	0.26%	91
2023 Q3	$3.79M	Sell	50,394 -1,900	-4%	-$155K	0.27%	90
2023 Q2	$4.4M	Buy	52,294 +584	+1%	+$51.6K	0.37%	83
2023 Q1	$4.71M	Buy	+51,710	New	+$4.73M	0.41%	72

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Goelzer Investment Management's AEP Position: Q2 2026 in Review

Goelzer Investment Management reduced its American Electric Power (AEP) stake by 3% in Q2 2026, selling an estimated $312K and leaving 75,863 shares worth $10.4M. The position accounts for 0.45% of the portfolio, ranked #40.

Goelzer Investment Management first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Goelzer Investment Management held 75,863 shares of American Electric Power worth $10.4M as of Q2 2026.
Goelzer Investment Management sold 2,365 American Electric Power shares in Q2 2026, an estimated $312K.
American Electric Power made up 0.45% of Goelzer Investment Management's portfolio in Q2 2026, its #40 holding.
Goelzer Investment Management first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.