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Harold Davidson & Associates’s American Electric Power AEP Stock Holding History

Harold Davidson & Associates’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 		$871K Sell
6,364
-53
-0.8% -$6.98K 0.38% 37
2026
Q1 		$841K Sell
6,417
-163
-2% -$20.4K 0.41% 41
2025
Q4 		$759K Sell
6,580
-177
-3% -$20.9K 0.34% 45
2025
Q3 		$760K Buy
6,757
+2,087
+45% +$228K 0.35% 44
2025
Q2 		$485K Sell
4,670
-2,342
-33% -$244K 0.31% 45
2025
Q1 		$766K Sell
7,012
-140
-2% -$14.2K 0.42% 41
2024
Q4 		$660K Buy
+7,152
New +$692K 0.32% 46

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Harold Davidson & Associates's AEP Position: Q2 2026 in Review

Harold Davidson & Associates reduced its American Electric Power (AEP) stake by 0.83% in Q2 2026, selling an estimated $6.98K and leaving 6,364 shares worth $871K. The position accounts for 0.38% of the portfolio, ranked #37.

Harold Davidson & Associates first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Harold Davidson & Associates held 6,364 shares of American Electric Power worth $871K as of Q2 2026.
  • Harold Davidson & Associates sold 53 American Electric Power shares in Q2 2026, an estimated $6.98K.
  • American Electric Power made up 0.38% of Harold Davidson & Associates's portfolio in Q2 2026, its #37 holding.
  • Harold Davidson & Associates first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.