Investment House LLC’s American Electric Power AEP Stock Holding History

Investment House LLC’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	$599K	Hold	4,566	–	–	0.03%	163
2026 Q1	$599K	Sell	4,566 -375	-8%	-$46.9K	0.03%	164
2025 Q4	$570K	Sell	4,941 -375	-7%	-$44.3K	0.03%	164
2025 Q3	$598K	Sell	5,316 -641	-11%	-$70.1K	0.03%	170
2025 Q2	$618K	Sell	5,957 -350	-6%	-$36.4K	0.03%	168
2025 Q1	$689K	Buy	6,307 +1,141	+22%	+$116K	0.04%	156
2024 Q4	$476K	Hold	5,166	–	–	0.03%	166
2024 Q3	$530K	Sell	5,166 -67	-1%	-$6.54K	0.03%	169
2024 Q2	$459K	Sell	5,233 -500	-9%	-$43.7K	0.03%	163
2024 Q1	$494K	Hold	5,733	–	–	0.03%	161
2023 Q4	$466K	Hold	5,733	–	–	0.03%	152
2023 Q3	$431K	Hold	5,733	–	–	0.03%	147
2023 Q2	$483K	Hold	5,733	–	–	0.04%	149
2023 Q1	$522K	Buy	5,733 +133	+2%	+$12.2K	0.04%	146
2022 Q4	$532K	Sell	5,600 -100	-2%	-$9.1K	0.05%	131
2022 Q3	$493K	Hold	5,700	–	–	0.05%	134
2022 Q2	$547K	Hold	5,700	–	–	0.05%	123
2022 Q1	$569K	Hold	5,700	–	–	0.04%	128
2021 Q4	$507K	Hold	5,700	–	–	0.03%	138
2021 Q3	$463K	Hold	5,700	–	–	0.03%	144
2021 Q2	$482K	Hold	5,700	–	–	0.03%	149
2021 Q1	$483K	Hold	5,700	–	–	0.04%	144
2020 Q4	$475K	Hold	5,700	–	–	0.03%	158
2020 Q3	$466K	Hold	5,700	–	–	0.04%	145
2020 Q2	$454K	Hold	5,700	–	–	0.04%	139
2020 Q1	$456K	Hold	5,700	–	–	0.05%	127
2019 Q4	$539K	Hold	5,700	–	–	0.05%	148
2019 Q3	$534K	Sell	5,700 -1,500	-21%	-$136K	0.05%	137
2019 Q2	$634K	Hold	7,200	–	–	0.07%	127
2019 Q1	$603K	Hold	7,200	–	–	0.07%	133
2018 Q4	$538K	Hold	7,200	–	–	0.07%	126
2018 Q3	$510K	Hold	7,200	–	–	0.05%	136
2018 Q2	$499K	Hold	7,200	–	–	0.06%	135
2018 Q1	$494K	Hold	7,200	–	–	0.06%	137
2017 Q4	$530K	Hold	7,200	–	–	0.06%	136
2017 Q3	$506K	Hold	7,200	–	–	0.07%	138
2017 Q2	$500K	Hold	7,200	–	–	0.07%	143
2017 Q1	$483K	Hold	7,200	–	–	0.07%	142
2016 Q4	$453K	Sell	7,200 -700	-9%	-$43.2K	0.07%	137
2016 Q3	$507K	Sell	7,900 -57	-0.7%	-$3.83K	0.08%	140
2016 Q2	$558K	Buy	7,957 +57	+0.7%	+$3.73K	0.09%	130
2016 Q1	$525K	Hold	7,900	–	–	0.08%	132
2015 Q4	$460K	Hold	7,900	–	–	0.08%	127
2015 Q3	$449K	Hold	7,900	–	–	0.08%	123
2015 Q2	$418K	Hold	7,900	–	–	0.07%	134
2015 Q1	$444K	Hold	7,900	–	–	0.07%	129
2014 Q4	$480K	Hold	7,900	–	–	0.08%	124
2014 Q3	$412K	Hold	7,900	–	–	0.07%	125
2014 Q2	$441K	Hold	7,900	–	–	0.08%	122
2014 Q1	$400K	Hold	7,900	–	–	0.07%	125
2013 Q4	$369K	Buy	7,900 +175	+2%	+$8.07K	0.07%	123
2013 Q3	$583K	Sell	7,725 -2,275	-23%	-$101K	0.12%	104
2013 Q2	$448K	Buy	+10,000	New	+$480K	0.1%	107

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

Investment House LLC's AEP Position: Q2 2026 in Review

Investment House LLC held its American Electric Power (AEP) position steady in Q2 2026 at 4,566 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #163.

Investment House LLC first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $689K in Q1 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Investment House LLC held 4,566 shares of American Electric Power worth $599K as of Q2 2026.
Investment House LLC left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #163 holding.
Investment House LLC first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
Investment House LLC's American Electric Power position peaked at $689K in Q1 2025.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.