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Harbour Trust & Investment Management’s American Electric Power AEP Stock Holding History

Harbour Trust & 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 		$410K Sell
2,996
-600
-17% -$79K 0.04% 118
2026
Q1 		$471K Hold
3,596
– – 0.05% 115
2025
Q4 		$415K Hold
3,596
– – 0.04% 120
2025
Q3 		$405K Sell
3,596
-200
-5% -$21.9K 0.04% 121
2025
Q2 		$394K Hold
3,796
– – 0.04% 121
2025
Q1 		$415K Buy
3,796
+214
+6% +$21.7K 0.05% 115
2024
Q4 		$330K Hold
3,582
– – 0.04% 128
2024
Q3 		$368K Sell
3,582
-675
-16% -$65.9K 0.04% 126
2024
Q2 		$374K Sell
4,257
-110
-3% -$9.62K 0.04% 125
2024
Q1 		$376K Sell
4,367
-1,118
-20% -$90.9K 0.05% 133
2023
Q4 		$445K Buy
+5,485
New +$426K 0.06% 120

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

Harbour Trust & Investment Management's AEP Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its American Electric Power (AEP) stake by 17% in Q2 2026, selling an estimated $79K and leaving 2,996 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #118.

Harbour Trust & Investment Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $471K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Harbour Trust & Investment Management held 2,996 shares of American Electric Power worth $410K as of Q2 2026.
  • Harbour Trust & Investment Management sold 600 American Electric Power shares in Q2 2026, an estimated $79K.
  • American Electric Power made up 0.04% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #118 holding.
  • Harbour Trust & Investment Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's American Electric Power position peaked at $471K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.