Ipswich Investment Management’s American Electric Power AEP Stock Holding History

Ipswich 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	$205K	Sell	1,500 -50	-3%	-$6.59K	0.04%	187
2026 Q1	$203K	Buy	+1,550	New	+$194K	0.05%	184
2023 Q1	–	Sell	-2,200	Closed	-$209K	–	188
2022 Q4	$209K	Buy	+2,200	New	+$200K	0.06%	173
2022 Q3	–	Sell	-2,200	Closed	-$211K	–	172
2022 Q2	$211K	Hold	2,200	–	–	0.06%	169
2022 Q1	$219K	Buy	+2,200	New	+$201K	0.05%	182
2020 Q2	–	Sell	-2,700	Closed	-$216K	–	164
2020 Q1	$216K	Hold	2,700	–	–	0.08%	148
2019 Q4	$255K	Hold	2,700	–	–	0.08%	162
2019 Q3	$253K	Hold	2,700	–	–	0.08%	159
2019 Q2	$238K	Hold	2,700	–	–	0.08%	159
2019 Q1	$226K	Hold	2,700	–	–	0.07%	166
2018 Q4	$202K	Buy	+2,700	New	+$203K	0.07%	160
2016 Q2	–	Sell	-2,700	Closed	-$176K	–	143
2016 Q1	$176K	Buy	+2,700	New	+$167K	0.08%	132
2014 Q3	–	Sell	-5,488	Closed	-$306K	–	135
2014 Q2	$306K	Buy	+5,488	New	+$290K	0.12%	110

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

Ipswich Investment Management's AEP Position: Q2 2026 in Review

Ipswich Investment Management reduced its American Electric Power (AEP) stake by 3.2% in Q2 2026, selling an estimated $6.59K and leaving 1,500 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #187.

Ipswich Investment Management first reported a position in AEP in Q2 2014 and has held it in 13 quarters since. The position peaked at $306K in Q2 2014. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Ipswich Investment Management held 1,500 shares of American Electric Power worth $205K as of Q2 2026.
Ipswich Investment Management sold 50 American Electric Power shares in Q2 2026, an estimated $6.59K.
American Electric Power made up 0.04% of Ipswich Investment Management's portfolio in Q2 2026, its #187 holding.
Ipswich Investment Management first reported a position in American Electric Power in Q2 2014 and has held it in 13 quarters since.
Ipswich Investment Management's American Electric Power position peaked at $306K in Q2 2014.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.