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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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. 1,986 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.
1,986 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.