James Investment Research’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 | $6.35M | Buy |
46,422
+1,243
| +3% | +$164K | 0.65% | 41 |
|
|
2026
Q1 | $5.92M | Sell |
45,179
-687
| -1% | -$86K | 0.66% | 40 |
|
|
2025
Q4 | $5.29M | Buy |
45,866
+36
| +0.1% | +$4.25K | 0.58% | 47 |
|
|
2025
Q3 | $5.16M | Buy |
45,830
+741
| +2% | +$81.1K | 0.56% | 46 |
|
|
2025
Q2 | $4.68M | Buy |
45,089
+13,907
| +45% | +$1.45M | 0.56% | 47 |
|
|
2025
Q1 | $3.41M | Buy |
31,182
+19,172
| +160% | +$1.94M | 0.43% | 64 |
|
|
2024
Q4 | $1.11M | Sell |
12,010
-27,210
| -69% | -$2.63M | 0.13% | 138 |
|
|
2024
Q3 | $4.02M | Buy |
39,220
+494
| +1% | +$48.2K | 0.46% | 60 |
|
|
2024
Q2 | $3.4M | Sell |
38,726
-64
| -0.2% | -$5.6K | 0.4% | 72 |
|
|
2024
Q1 | $3.34M | Buy |
38,790
+3,610
| +10% | +$293K | 0.4% | 76 |
|
|
2023
Q4 | $2.86M | Sell |
35,180
-992
| -3% | -$77K | 0.36% | 82 |
|
|
2023
Q3 | $2.72M | Sell |
36,172
-4,597
| -11% | -$374K | 0.36% | 83 |
|
|
2023
Q2 | $3.43M | Buy |
40,769
+335
| +0.8% | +$29.6K | 0.44% | 74 |
|
|
2023
Q1 | $3.68M | Buy |
40,434
+961
| +2% | +$87.9K | 0.49% | 69 |
|
|
2022
Q4 | $3.75M | Buy |
39,473
+3,141
| +9% | +$286K | 0.52% | 66 |
|
|
2022
Q3 | $3.14M | Buy |
36,332
+34,039
| +1,484% | +$3.37M | 0.45% | 73 |
|
|
2022
Q2 | $220K | Buy |
2,293
+2,177
| +1,877% | +$216K | 0.03% | 252 |
|
|
2022
Q1 | $12K | Sell |
116
-584
| -83% | -$53.4K | ﹤0.01% | 437 |
|
|
2021
Q4 | $62K | Hold |
700
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $57K | Sell |
700
-550
| -44% | -$48K | 0.01% | 364 |
|
|
2021
Q2 | $106K | Hold |
1,250
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $106K | Sell |
1,250
-7,661
| -86% | -$618K | 0.01% | 326 |
|
|
2020
Q4 | $742K | Sell |
8,911
-3,237
| -27% | -$281K | 0.07% | 174 |
|
|
2020
Q3 | $993K | Sell |
12,148
-107,305
| -90% | -$8.84M | 0.09% | 161 |
|
|
2020
Q2 | $9.51M | Buy |
119,453
+20,899
| +21% | +$1.71M | 0.89% | 30 |
|
|
2020
Q1 | $7.88M | Buy |
98,554
+22,081
| +29% | +$2.09M | 0.82% | 38 |
|
|
2019
Q4 | $7.23M | Buy |
76,473
+26,805
| +54% | +$2.48M | 0.5% | 69 |
|
|
2019
Q3 | $4.65M | Buy |
49,668
+3,700
| +8% | +$336K | 0.34% | 91 |
|
|
2019
Q2 | $4.05M | Buy |
45,968
+11,625
| +34% | +$1M | 0.29% | 95 |
|
|
2019
Q1 | $2.88M | Buy |
34,343
+4,910
| +17% | +$390K | 0.19% | 110 |
|
|
2018
Q4 | $2.2M | Buy |
29,433
+21,101
| +253% | +$1.58M | 0.14% | 141 |
|
|
2018
Q3 | $591K | Sell |
8,332
-350
| -4% | -$24.9K | 0.02% | 503 |
|
|
2018
Q2 | $601K | Sell |
8,682
-12,379
| -59% | -$834K | 0.02% | 504 |
|
|
2018
Q1 | $1.45M | Sell |
21,061
-12,272
| -37% | -$826K | 0.05% | 440 |
|
|
2017
Q4 | $2.45M | Sell |
33,333
-50,921
| -60% | -$3.8M | 0.08% | 213 |
|
|
2017
Q3 | $5.92M | Sell |
84,254
-238,165
| -74% | -$17M | 0.2% | 104 |
|
|
2017
Q2 | $22.4M | Buy |
322,419
+7,944
| +3% | +$552K | 0.69% | 44 |
|
|
2017
Q1 | $21.1M | Sell |
314,475
-3,553
| -1% | -$230K | 0.59% | 56 |
|
|
2016
Q4 | $20M | Sell |
318,028
-96,175
| -23% | -$5.93M | 0.52% | 61 |
|
|
2016
Q3 | $26.6M | Sell |
414,203
-14,942
| -3% | -$1M | 0.7% | 43 |
|
|
2016
Q2 | $30.1M | Sell |
429,145
-161,568
| -27% | -$10.6M | 0.76% | 42 |
|
|
2016
Q1 | $39.2M | Buy |
590,713
+22,233
| +4% | +$1.37M | 0.96% | 34 |
|
|
2015
Q4 | $33.1M | Buy |
568,480
+129,803
| +30% | +$7.36M | 0.82% | 38 |
|
|
2015
Q3 | $24.9M | Buy |
438,677
+62,770
| +17% | +$3.48M | 0.66% | 46 |
|
|
2015
Q2 | $19.9M | Sell |
375,907
-9,911
| -3% | -$549K | 0.47% | 72 |
|
|
2015
Q1 | $21.7M | Buy |
385,818
+23,438
| +6% | +$1.39M | 0.51% | 66 |
|
|
2014
Q4 | $22M | Buy |
362,380
+81,121
| +29% | +$4.64M | 0.6% | 51 |
|
|
2014
Q3 | $14.7M | Buy |
281,259
+30,388
| +12% | +$1.61M | 0.46% | 72 |
|
|
2014
Q2 | $14M | Sell |
250,871
-23,947
| -9% | -$1.26M | 0.45% | 76 |
|
|
2014
Q1 | $13.9M | Buy |
274,818
+349
| +0.1% | +$17K | 0.45% | 76 |
|
|
2013
Q4 | $12.8M | Buy |
274,469
+1,254
| +0.5% | +$57.9K | 0.4% | 83 |
|
|
2013
Q3 | $11.8M | Sell |
273,215
-12,592
| -4% | -$560K | 0.45% | 73 |
|
|
2013
Q2 | $12.8M | Buy |
+285,807
| New | +$13.7M | 0.53% | 58 |
|
Other funds holding AEP
James Investment Research's AEP Position: Q2 2026 in Review
James Investment Research increased its American Electric Power (AEP) stake by 2.8% in Q2 2026, buying an estimated $164K and bringing the position to 46,422 shares worth $6.35M. The position accounts for 0.65% of the portfolio, ranked #41.
James Investment Research first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.2M in Q1 2016. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- James Investment Research held 46,422 shares of American Electric Power worth $6.35M as of Q2 2026.
- James Investment Research bought 1,243 American Electric Power shares in Q2 2026, an estimated $164K.
- American Electric Power made up 0.65% of James Investment Research's portfolio in Q2 2026, its #41 holding.
- James Investment Research first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
- James Investment Research's American Electric Power position peaked at $39.2M in Q1 2016.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.