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

Indiana 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 		$762K Sell
5,567
-30
-0.5% -$3.95K 0.21% 81
2026
Q1 		$734K Sell
5,597
-185
-3% -$23.1K 0.23% 79
2025
Q4 		$667K Hold
5,782
– – 0.2% 88
2025
Q3 		$650K Buy
5,782
+731
+14% +$80K 0.2% 86
2025
Q2 		$524K Hold
5,051
– – 0.17% 97
2025
Q1 		$552K Buy
5,051
+450
+10% +$45.6K 0.2% 93
2024
Q4 		$424K Sell
4,601
-666
-13% -$64.5K 0.14% 109
2024
Q3 		$540K Sell
5,267
-25
-0.5% -$2.44K 0.18% 98
2024
Q2 		$464K Sell
5,292
-15
-0.3% -$1.31K 0.17% 98
2024
Q1 		$457K Hold
5,307
– – 0.18% 96
2023
Q4 		$431K Buy
5,307
+454
+9% +$35.2K 0.19% 98
2023
Q3 		$365K Buy
4,853
+47
+1% +$3.82K 0.18% 102
2023
Q2 		$405K Buy
4,806
+1
+0% +$88 0.21% 75
2023
Q1 		$437K Sell
4,805
-265
-5% -$24.2K 0.24% 73
2022
Q4 		$481 Hold
5,070
– – 0.27% 66
2022
Q3 		$438K Hold
5,070
– – 0.27% 68
2022
Q2 		$486K Sell
5,070
-80
-2% -$7.93K 0.27% 63
2022
Q1 		$514K Sell
5,150
-200
-4% -$18.3K 0.25% 67
2021
Q4 		$476K Hold
5,350
– – 0.22% 72
2021
Q3 		$434K Buy
5,350
+596
+13% +$52K 0.22% 76
2021
Q2 		$396K Sell
4,754
-372
-7% -$32K 0.22% 75
2021
Q1 		$434K Buy
5,126
+372
+8% +$30K 0.23% 76
2020
Q4 		$396K Sell
4,754
-135
-3% -$11.7K 0.22% 75
2020
Q3 		$399K Hold
4,889
– – 0.24% 69
2020
Q2 		$389K Sell
4,889
-22
-0.4% -$1.8K 0.24% 67
2020
Q1 		$392K Sell
4,911
-243
-5% -$23K 0.28% 66
2019
Q4 		$487K Sell
5,154
-135
-3% -$12.5K 0.27% 68
2019
Q3 		$496K Sell
5,289
-670
-11% -$60.8K 0.28% 69
2019
Q2 		$524K Buy
5,959
+33
+0.6% +$2.84K 0.29% 67
2019
Q1 		$496K Sell
5,926
-764
-11% -$60.8K 0.26% 73
2018
Q4 		$500K Hold
6,690
– – 0.28% 72
2018
Q3 		$474K Sell
6,690
-85
-1% -$6.05K 0.22% 78
2018
Q2 		$469K Sell
6,775
-605
-8% -$40.7K 0.22% 79
2018
Q1 		$506K Sell
7,380
-15
-0.2% -$1.01K 0.23% 81
2017
Q4 		$544K Buy
7,395
+410
+6% +$30.6K 0.25% 75
2017
Q3 		$491K Hold
6,985
– – 0.24% 76
2017
Q2 		$485K Sell
6,985
-48
-0.7% -$3.33K 0.24% 76
2017
Q1 		$472K Sell
7,033
-125
-2% -$8.1K 0.24% 75
2016
Q4 		$451K Sell
7,158
-200
-3% -$12.3K 0.23% 80
2016
Q3 		$472K Hold
7,358
– – 0.24% 76
2016
Q2 		$516K Sell
7,358
-105
-1% -$6.87K 0.26% 74
2016
Q1 		$496K Sell
7,463
-15,708
-68% -$971K 0.26% 75
2015
Q4 		$1.41M Buy
23,171
+15,708
+210% +$890K 0.73% 42
2015
Q3 		$424K Sell
7,463
-495
-6% -$27.5K 0.24% 79
2015
Q2 		$422K Sell
7,958
-3
-0% -$166 0.22% 85
2015
Q1 		$448K Sell
7,961
-15,210
-66% -$902K 0.23% 82
2014
Q4 		$1.41M Sell
23,171
-1,725
-7% -$98.7K 0.73% 42
2014
Q3 		$1.3M Sell
24,896
-170
-0.7% -$8.99K 0.68% 46
2014
Q2 		$1.4M Buy
25,066
+299
+1% +$15.8K 0.81% 42
2014
Q1 		$1.25M Sell
24,767
-885
-3% -$43K 0.78% 40
2013
Q4 		$1.2M Sell
25,652
-780
-3% -$36K 0.68% 42
2013
Q3 		$1.15M Sell
26,432
-255
-1% -$11.3K 0.69% 42
2013
Q2 		$1.2M Buy
+26,687
New +$1.28M 0.99% 43

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

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

Indiana Trust & Investment Management reduced its American Electric Power (AEP) stake by 0.54% in Q2 2026, selling an estimated $3.95K and leaving 5,567 shares worth $762K. The position accounts for 0.21% of the portfolio, ranked #81.

Indiana Trust & Investment Management first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.41M in Q4 2015. 933 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Indiana Trust & Investment Management held 5,567 shares of American Electric Power worth $762K as of Q2 2026.
  • Indiana Trust & Investment Management sold 30 American Electric Power shares in Q2 2026, an estimated $3.95K.
  • American Electric Power made up 0.21% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #81 holding.
  • Indiana Trust & Investment Management first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
  • Indiana Trust & Investment Management's American Electric Power position peaked at $1.41M in Q4 2015.
  • 933 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.