HM Payson & Co’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Buy |
10,355
+3
| +0% | +$395 | 0.02% | 202 |
|
|
2026
Q1 | $1.36M | Buy |
10,352
+3
| +0% | +$375 | 0.02% | 198 |
|
|
2025
Q4 | $1.19M | Buy |
10,349
+3
| +0% | +$354 | 0.02% | 197 |
|
|
2025
Q3 | $1.16M | Buy |
10,346
+839
| +9% | +$91.8K | 0.02% | 203 |
|
|
2025
Q2 | $986K | Buy |
9,507
+1,455
| +18% | +$151K | 0.02% | 214 |
|
|
2025
Q1 | $880K | Buy |
8,052
+893
| +12% | +$90.5K | 0.02% | 226 |
|
|
2024
Q4 | $660K | Sell |
7,159
-26
| -0.4% | -$2.52K | 0.01% | 253 |
|
|
2024
Q3 | $737K | Sell |
7,185
-680
| -9% | -$66.4K | 0.01% | 248 |
|
|
2024
Q2 | $690K | Buy |
7,865
+662
| +9% | +$57.9K | 0.01% | 240 |
|
|
2024
Q1 | $620K | Sell |
7,203
-2,156
| -23% | -$175K | 0.01% | 258 |
|
|
2023
Q4 | $760K | Buy |
9,359
+16
| +0.2% | +$1.24K | 0.02% | 231 |
|
|
2023
Q3 | $703K | Buy |
9,343
+5
| +0.1% | +$407 | 0.02% | 234 |
|
|
2023
Q2 | $786K | Sell |
9,338
-636
| -6% | -$56.2K | 0.02% | 217 |
|
|
2023
Q1 | $908K | Sell |
9,974
-9
| -0.1% | -$823 | 0.02% | 197 |
|
|
2022
Q4 | $948K | Sell |
9,983
-121
| -1% | -$11K | 0.02% | 189 |
|
|
2022
Q3 | $873K | Buy |
10,104
+2,129
| +27% | +$210K | 0.02% | 186 |
|
|
2022
Q2 | $765K | Buy |
7,975
+54
| +0.7% | +$5.35K | 0.02% | 212 |
|
|
2022
Q1 | $790K | Sell |
7,921
-312
| -4% | -$28.5K | 0.02% | 224 |
|
|
2021
Q4 | $732K | Sell |
8,233
-400
| -5% | -$33.7K | 0.02% | 239 |
|
|
2021
Q3 | $701K | Hold |
8,633
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $730K | Sell |
8,633
-264
| -3% | -$22.7K | 0.02% | 231 |
|
|
2021
Q1 | $754K | Buy |
8,897
+30
| +0.3% | +$2.42K | 0.02% | 230 |
|
|
2020
Q4 | $738K | Sell |
8,867
-27
| -0.3% | -$2.34K | 0.02% | 234 |
|
|
2020
Q3 | $727K | Buy |
8,894
+639
| +8% | +$52.6K | 0.02% | 218 |
|
|
2020
Q2 | $657K | Buy |
8,255
+131
| +2% | +$10.7K | 0.02% | 218 |
|
|
2020
Q1 | $650K | Sell |
8,124
-350
| -4% | -$33.1K | 0.03% | 198 |
|
|
2019
Q4 | $801K | Buy |
8,474
+264
| +3% | +$24.4K | 0.03% | 223 |
|
|
2019
Q3 | $769K | Buy |
8,210
+50
| +0.6% | +$4.54K | 0.03% | 220 |
|
|
2019
Q2 | $718K | Buy |
+8,160
| New | +$703K | 0.03% | 226 |
|
|
2018
Q4 | – | Sell |
-5,957
| Closed | -$422K | – | 155 |
|
|
2018
Q3 | $422K | Buy |
+5,957
| New | +$424K | 0.02% | 241 |
|
|
2018
Q2 | – | Sell |
-6,477
| Closed | -$445K | – | 347 |
|
|
2018
Q1 | $445K | Sell |
6,477
-171
| -3% | -$11.5K | 0.02% | 237 |
|
|
2017
Q4 | $489K | Sell |
6,648
-68
| -1% | -$5.08K | 0.02% | 243 |
|
|
2017
Q3 | $472K | Sell |
6,716
-300
| -4% | -$21.4K | 0.02% | 233 |
|
|
2017
Q2 | $487K | Sell |
7,016
-180
| -3% | -$12.5K | 0.02% | 237 |
|
|
2017
Q1 | $483K | Buy |
7,196
+212
| +3% | +$13.7K | 0.02% | 229 |
|
|
2016
Q4 | $440K | Sell |
6,984
-120
| -2% | -$7.4K | 0.02% | 230 |
|
|
2016
Q3 | $456K | Hold |
7,104
| – | – | 0.02% | 223 |
|
|
2016
Q2 | $498K | Sell |
7,104
-1,000
| -12% | -$65.4K | 0.02% | 217 |
|
|
2016
Q1 | $538K | Hold |
8,104
| – | – | 0.03% | 204 |
|
|
2015
Q4 | $472K | Buy |
8,104
+90
| +1% | +$5.1K | 0.02% | 219 |
|
|
2015
Q3 | $456K | Buy |
8,014
+1,056
| +15% | +$58.6K | 0.02% | 212 |
|
|
2015
Q2 | $369K | Hold |
6,958
| – | – | 0.02% | 237 |
|
|
2015
Q1 | $391K | Buy |
6,958
+692
| +11% | +$41.1K | 0.02% | 234 |
|
|
2014
Q4 | $380K | Buy |
6,266
+183
| +3% | +$10.5K | 0.02% | 241 |
|
|
2014
Q3 | $318K | Buy |
+6,083
| New | +$322K | 0.02% | 245 |
|
|
2014
Q2 | – | Sell |
-6,427
| Closed | -$326K | – | 289 |
|
|
2014
Q1 | $326K | Buy |
6,427
+164
| +3% | +$7.97K | 0.02% | 240 |
|
|
2013
Q4 | $293K | Sell |
6,263
-337
| -5% | -$15.6K | 0.02% | 243 |
|
|
2013
Q3 | $286K | Sell |
6,600
-40
| -0.6% | -$1.78K | 0.02% | 249 |
|
|
2013
Q2 | $297K | Buy |
+6,640
| New | +$319K | 0.02% | 237 |
|
Other funds holding AEP
JIC
COPPSERS
FWCM
EB
ZIC
NIM
WG
GIA
ORIO
HM Payson & Co's AEP Position: Q2 2026 in Review
HM Payson & Co increased its American Electric Power (AEP) stake by 0.03% in Q2 2026, buying an estimated $395 and bringing the position to 10,355 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #202.
HM Payson & Co first reported a position in AEP in Q2 2013 and has held it in 49 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- HM Payson & Co held 10,355 shares of American Electric Power worth $1.42M as of Q2 2026.
- HM Payson & Co bought 3 American Electric Power shares in Q2 2026, an estimated $395.
- American Electric Power made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #202 holding.
- HM Payson & Co first reported a position in American Electric Power in Q2 2013 and has held it in 49 quarters since.
- 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.