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Great Diamond Partners’s American Electric Power AEP Stock Holding History

Great Diamond Partners’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 		$433K Sell
3,165
-4
-0.1% -$527 0.07% 181
2026
Q1 		$415K Buy
3,169
+6
+0.2% +$751 0.08% 178
2025
Q4 		$365K Hold
3,163
– – 0.07% 185
2025
Q3 		$356K Sell
3,163
-7
-0.2% -$766 0.07% 173
2025
Q2 		$329K Buy
+3,170
New +$330K 0.07% 175

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
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
WG
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

Great Diamond Partners's AEP Position: Q2 2026 in Review

Great Diamond Partners reduced its American Electric Power (AEP) stake by 0.13% in Q2 2026, selling an estimated $527 and leaving 3,165 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #181.

Great Diamond Partners first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Great Diamond Partners held 3,165 shares of American Electric Power worth $433K as of Q2 2026.
  • Great Diamond Partners sold 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #181 holding.
  • Great Diamond Partners first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.