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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

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

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. 1,984 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.
  • 1,984 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.