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Greenleaf Trust’s American Electric Power AEP Stock Holding History

Greenleaf Trust’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 		$1.57M Buy
11,485
+135
+1% +$17.8K 0.02% 260
2026
Q1 		$1.49M Buy
11,350
+490
+5% +$61.3K 0.01% 255
2025
Q4 		$1.25M Buy
10,860
+233
+2% +$27.5K 0.01% 271
2025
Q3 		$1.2M Buy
10,627
+439
+4% +$48K 0.01% 287
2025
Q2 		$1.06M Buy
10,188
+36
+0.4% +$3.75K 0.01% 303
2025
Q1 		$1.11M Buy
10,152
+406
+4% +$41.1K 0.01% 298
2024
Q4 		$899K Buy
9,746
+369
+4% +$35.7K 0.01% 354
2024
Q3 		$962K Buy
9,377
+359
+4% +$35K 0.01% 337
2024
Q2 		$791K Buy
9,018
+380
+4% +$33.2K 0.01% 360
2024
Q1 		$744K Buy
8,638
+130
+2% +$10.6K 0.01% 362
2023
Q4 		$691K Sell
8,508
-5,834
-41% -$453K 0.01% 372
2023
Q3 		$1.08M Buy
14,342
+948
+7% +$77.1K 0.01% 259
2023
Q2 		$1.13M Sell
13,394
-1,558
-10% -$138K 0.01% 249
2023
Q1 		$1.36M Buy
14,952
+546
+4% +$49.9K 0.02% 226
2022
Q4 		$1.37M Buy
14,406
+1,079
+8% +$98.2K 0.02% 212
2022
Q3 		$1.15M Buy
13,327
+517
+4% +$51.1K 0.02% 213
2022
Q2 		$1.23M Buy
12,810
+941
+8% +$93.3K 0.02% 206
2022
Q1 		$1.18M Sell
11,869
-109
-0.9% -$9.96K 0.01% 217
2021
Q4 		$1.07M Buy
11,978
+346
+3% +$29.2K 0.01% 232
2021
Q3 		$944K Sell
11,632
-1,267
-10% -$111K 0.01% 242
2021
Q2 		$1.09M Buy
12,899
+295
+2% +$25.4K 0.01% 215
2021
Q1 		$1.07M Buy
12,604
+1,289
+11% +$104K 0.01% 202
2020
Q4 		$942K Sell
11,315
-2,284
-17% -$198K 0.01% 191
2020
Q3 		$1.11M Sell
13,599
-41
-0.3% -$3.38K 0.02% 145
2020
Q2 		$1.09M Sell
13,640
-1,213
-8% -$99K 0.02% 145
2020
Q1 		$1.19M Buy
14,853
+1,132
+8% +$107K 0.02% 118
2019
Q4 		$1.3M Sell
13,721
-149
-1% -$13.8K 0.02% 141
2019
Q3 		$1.3M Buy
13,870
+196
+1% +$17.8K 0.02% 133
2019
Q2 		$1.2M Buy
13,674
+219
+2% +$18.9K 0.02% 144
2019
Q1 		$1.13M Sell
13,455
-966
-7% -$76.8K 0.02% 149
2018
Q4 		$1.08M Buy
14,421
+334
+2% +$25.1K 0.02% 146
2018
Q3 		$998K Buy
14,087
+69
+0.5% +$4.91K 0.02% 175
2018
Q2 		$971K Buy
14,018
+119
+0.9% +$8.01K 0.02% 163
2018
Q1 		$953K Sell
13,899
-956
-6% -$64.4K 0.02% 158
2017
Q4 		$1.09M Sell
14,855
-505
-3% -$37.7K 0.02% 145
2017
Q3 		$1.08M Buy
15,360
+5,459
+55% +$389K 0.02% 141
2017
Q2 		$688K Sell
9,901
-76,806
-89% -$5.34M 0.02% 162
2017
Q1 		$5.82M Sell
86,707
-15,168
-15% -$982K 0.14% 45
2016
Q4 		$6.41M Buy
101,875
+3,315
+3% +$204K 0.17% 43
2016
Q3 		$6.33M Buy
98,560
+4,892
+5% +$329K 0.17% 43
2016
Q2 		$6.57M Sell
93,668
-12,055
-11% -$789K 0.17% 43
2016
Q1 		$7.02M Buy
105,723
+350
+0.3% +$21.6K 0.19% 42
2015
Q4 		$6.14M Buy
+105,373
New +$5.97M 0.19% 42

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

Greenleaf Trust's AEP Position: Q2 2026 in Review

Greenleaf Trust increased its American Electric Power (AEP) stake by 1.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 11,485 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #260.

Greenleaf Trust first reported a position in AEP in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.02M in Q1 2016. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Greenleaf Trust held 11,485 shares of American Electric Power worth $1.57M as of Q2 2026.
  • Greenleaf Trust bought 135 American Electric Power shares in Q2 2026, an estimated $17.8K.
  • American Electric Power made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #260 holding.
  • Greenleaf Trust first reported a position in American Electric Power in Q4 2015 and has held it in 43 quarters since.
  • Greenleaf Trust's American Electric Power position peaked at $7.02M in Q1 2016.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.