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Harbor Investment Advisory’s American Electric Power AEP Stock Holding History

Harbor Investment Advisory’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 		$321K Hold
2,345
– – 0.02% 353
2026
Q1 		$307K Buy
2,345
+1,514
+182% +$189K 0.02% 345
2025
Q4 		$95.8K Hold
831
– – 0.01% 519
2025
Q3 		$93.5K Hold
831
– – 0.01% 512
2025
Q2 		$86.2K Sell
831
-1,760
-68% -$183K 0.01% 524
2025
Q1 		$283K Hold
2,591
– – 0.03% 318
2024
Q4 		$239K Hold
2,591
– – 0.02% 329
2024
Q3 		$266K Sell
2,591
-145
-5% -$14.2K 0.03% 308
2024
Q2 		$240K Sell
2,736
-61
-2% -$5.34K 0.03% 312
2024
Q1 		$241K Sell
2,797
-1,250
-31% -$102K 0.03% 312
2023
Q4 		$329K Buy
4,047
+317
+8% +$24.6K 0.04% 263
2023
Q3 		$281K Sell
3,730
-577
-13% -$47K 0.04% 269
2023
Q2 		$363K Sell
4,307
-1,402
-25% -$124K 0.05% 263
2023
Q1 		$519K Sell
5,709
-94
-2% -$8.6K 0.08% 200
2022
Q4 		$551K Buy
5,803
+259
+5% +$23.6K 0.09% 191
2022
Q3 		$479K Buy
5,544
+828
+18% +$81.9K 0.08% 200
2022
Q2 		$452K Sell
4,716
-330
-7% -$32.7K 0.07% 208
2022
Q1 		$503K Sell
5,046
-40
-0.8% -$3.65K 0.07% 220
2021
Q4 		$453K Buy
5,086
+354
+7% +$29.9K 0.06% 236
2021
Q3 		$384K Buy
4,732
+398
+9% +$34.7K 0.05% 263
2021
Q2 		$367K Sell
4,334
-258
-6% -$22.2K 0.05% 271
2021
Q1 		$389K Buy
4,592
+529
+13% +$42.6K 0.06% 237
2020
Q4 		$338K Buy
4,063
+2,080
+105% +$181K 0.05% 235
2020
Q3 		$162K Buy
1,983
+575
+41% +$47.4K 0.03% 305
2020
Q2 		$112K Sell
1,408
-17
-1% -$1.39K 0.02% 338
2020
Q1 		$114K Sell
1,425
-281
-16% -$26.6K 0.03% 293
2019
Q4 		$161K Buy
+1,706
New +$158K 0.04% 272

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

Harbor Investment Advisory's AEP Position: Q2 2026 in Review

Harbor Investment Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 2,345 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #353.

Harbor Investment Advisory first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $551K in Q4 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Harbor Investment Advisory held 2,345 shares of American Electric Power worth $321K as of Q2 2026.
  • Harbor Investment Advisory left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #353 holding.
  • Harbor Investment Advisory first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's American Electric Power position peaked at $551K in Q4 2022.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.