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Grimes & Company’s American Electric Power AEP Stock Holding History

Grimes & Company’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 		$260K Sell
1,902
-78
-4% -$10.3K 0.01% 398
2026
Q1 		$260K Buy
1,980
+148
+8% +$18.5K 0.01% 381
2025
Q4 		$211K Buy
+1,832
New +$216K 0.01% 431

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

Grimes & Company's AEP Position: Q2 2026 in Review

Grimes & Company reduced its American Electric Power (AEP) stake by 3.9% in Q2 2026, selling an estimated $10.3K and leaving 1,902 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #398.

Grimes & Company first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Grimes & Company held 1,902 shares of American Electric Power worth $260K as of Q2 2026.
  • Grimes & Company sold 78 American Electric Power shares in Q2 2026, an estimated $10.3K.
  • American Electric Power made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #398 holding.
  • Grimes & Company first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.