Hartford Financial Management’s American Electric Power AEP Stock Holding History

Hartford Financial 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	$274K	Hold	2,000	–	–	0.06%	123
2026 Q1	$262K	Hold	2,000	–	–	0.07%	124
2025 Q4	$231K	Hold	2,000	–	–	0.06%	127
2025 Q3	$225K	Hold	2,000	–	–	0.06%	128
2025 Q2	$208K	Hold	2,000	–	–	0.06%	127
2025 Q1	$219K	Hold	2,000	–	–	0.05%	153
2024 Q4	$184K	Sell	2,000 -800	-29%	-$77.4K	0.04%	154
2024 Q3	$287K	Hold	2,800	–	–	0.06%	147
2024 Q2	$246K	Hold	2,800	–	–	0.05%	148
2024 Q1	$241K	Sell	2,800 -12,000	-81%	-$976K	0.05%	150
2023 Q4	$1.2M	Sell	14,800 -4	-0%	-$310	0.27%	104
2023 Q3	$1.11M	Sell	14,804 -700	-5%	-$57K	0.28%	104
2023 Q2	$1.31M	Buy	15,504 +4	+0%	+$353	0.32%	94
2023 Q1	$1.41M	Hold	15,500	–	–	0.36%	90
2022 Q4	$1.47M	Hold	15,500	–	–	0.39%	88
2022 Q3	$1.34M	Hold	15,500	–	–	0.39%	86
2022 Q2	$1.49M	Hold	15,500	–	–	0.41%	82
2022 Q1	$1.55M	Hold	15,500	–	–	0.37%	90
2021 Q4	$1.38M	Buy	15,500 +11,921	+333%	+$1.01M	0.32%	98
2021 Q3	$291K	Buy	3,579 +79	+2%	+$6.9K	0.07%	137
2021 Q2	$296K	Hold	3,500	–	–	0.07%	138
2021 Q1	$296K	Hold	3,500	–	–	0.07%	136
2020 Q4	$291K	Hold	3,500	–	–	0.08%	136
2020 Q3	$286K	Hold	3,500	–	–	0.08%	132
2020 Q2	$279K	Hold	3,500	–	–	0.09%	133
2020 Q1	$280K	Hold	3,500	–	–	0.11%	123
2019 Q4	$331K	Hold	3,500	–	–	0.1%	127
2019 Q3	$328K	Sell	3,500 -2,266	-39%	-$206K	0.11%	126
2019 Q2	$507K	Sell	5,766 -500	-8%	-$43.1K	0.17%	118
2019 Q1	$525K	Hold	6,266	–	–	0.18%	113
2018 Q4	$468K	Sell	6,266 -394	-6%	-$29.6K	0.18%	115
2018 Q3	$472K	Hold	6,660	–	–	0.16%	119
2018 Q2	$461K	Buy	6,660 +300	+5%	+$20.2K	0.16%	120
2018 Q1	$436K	Buy	6,360 +1,500	+31%	+$101K	0.22%	87
2017 Q4	$357K	Sell	4,860 -500	-9%	-$37.4K	0.18%	95
2017 Q3	$376K	Hold	5,360	–	–	0.19%	92
2017 Q2	$372K	Hold	5,360	–	–	0.17%	101
2017 Q1	$359K	Hold	5,360	–	–	0.22%	87
2016 Q4	$337K	Buy	5,360 +3,000	+127%	+$185K	0.2%	92
2016 Q3	$151K	Hold	2,360	–	–	0.09%	128
2016 Q2	$165K	Hold	2,360	–	–	0.1%	121
2016 Q1	$156K	Hold	2,360	–	–	0.1%	119
2015 Q4	$137K	Sell	2,360 -500	-17%	-$28.3K	0.09%	127
2015 Q3	$162K	Hold	2,860	–	–	0.11%	110
2015 Q2	$151K	Buy	+2,860	New	+$158K	0.09%	121
2015 Q1	–	Sell	-2,860	Closed	-$173K	–	112
2014 Q4	$173K	Hold	2,860	–	–	0.11%	107
2014 Q3	$149K	Hold	2,860	–	–	0.09%	120
2014 Q2	$159K	Sell	2,860 -5,000	-64%	-$264K	0.1%	112
2014 Q1	$398K	Sell	7,860 -600	-7%	-$29.2K	0.26%	85
2013 Q4	$395K	Buy	8,460 +5,500	+186%	+$254K	0.26%	87
2013 Q3	$128K	Buy	2,960 +600	+25%	+$26.7K	0.09%	119
2013 Q2	$106K	Buy	+2,360	New	+$113K	0.07%	129

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Hartford Financial Management's AEP Position: Q2 2026 in Review

Hartford Financial Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,000 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #123.

Hartford Financial Management first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.55M in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Hartford Financial Management held 2,000 shares of American Electric Power worth $274K as of Q2 2026.
Hartford Financial Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.06% of Hartford Financial Management's portfolio in Q2 2026, its #123 holding.
Hartford Financial Management first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
Hartford Financial Management's American Electric Power position peaked at $1.55M in Q1 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.