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

Lathrop 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 Q1	$414K	Hold	3,160	–	–	0.08%	67
2025 Q4	$364K	Hold	3,160	–	–	0.07%	68
2025 Q3	$356K	Hold	3,160	–	–	0.07%	67
2025 Q2	$328K	Hold	3,160	–	–	0.06%	69
2025 Q1	$345K	Hold	3,160	–	–	0.07%	71
2024 Q4	$291K	Hold	3,160	–	–	0.06%	75
2024 Q3	$324K	Hold	3,160	–	–	0.06%	73
2024 Q2	$277K	Hold	3,160	–	–	0.05%	71
2024 Q1	$272K	Hold	3,160	–	–	0.05%	75
2023 Q4	$257K	Hold	3,160	–	–	0.05%	71
2023 Q3	$238K	Hold	3,160	–	–	0.05%	73
2023 Q2	$266K	Sell	3,160 -128	-4%	-$11.3K	0.05%	73
2023 Q1	$299K	Hold	3,288	–	–	0.06%	70
2022 Q4	$312K	Hold	3,288	–	–	0.07%	67
2022 Q3	$284K	Sell	3,288 -470	-13%	-$46.5K	0.08%	59
2022 Q2	$361K	Hold	3,758	–	–	0.09%	55
2022 Q1	$375K	Buy	3,758 +128	+4%	+$11.7K	0.08%	55
2021 Q4	$323K	Hold	3,630	–	–	0.06%	59
2021 Q3	$295K	Sell	3,630 -489	-12%	-$42.7K	0.06%	56
2021 Q2	$348K	Hold	4,119	–	–	0.07%	54
2021 Q1	$349K	Hold	4,119	–	–	0.08%	55
2020 Q4	$343K	Hold	4,119	–	–	0.08%	56
2020 Q3	$337K	Hold	4,119	–	–	0.1%	54
2020 Q2	$328K	Sell	4,119 -400	-9%	-$32.6K	0.1%	55
2020 Q1	$361K	Hold	4,519	–	–	0.13%	52
2019 Q4	$427K	Buy	4,519 +399	+10%	+$36.9K	0.11%	50
2019 Q3	$386K	Hold	4,120	–	–	0.11%	51
2019 Q2	$363K	Hold	4,120	–	–	0.1%	49
2019 Q1	$345K	Buy	4,120 +960	+30%	+$76.3K	0.1%	50
2018 Q4	$236K	Hold	3,160	–	–	0.08%	57
2018 Q3	$224K	Hold	3,160	–	–	0.06%	59
2018 Q2	$219K	Hold	3,160	–	–	0.06%	60
2018 Q1	$217K	Hold	3,160	–	–	0.06%	56
2017 Q4	$232K	Hold	3,160	–	–	0.06%	57
2017 Q3	$222K	Hold	3,160	–	–	0.06%	55
2017 Q2	$220K	Sell	3,160 -920	-23%	-$63.9K	0.06%	56
2017 Q1	$274K	Hold	4,080	–	–	0.08%	51
2016 Q4	$257K	Sell	4,080 -4,080	-50%	-$252K	0.08%	52
2016 Q3	$548K	Buy	8,160 +4,080	+100%	+$274K	0.08%	53
2016 Q2	$286K	Hold	4,080	–	–	0.09%	51
2016 Q1	$271K	Hold	4,080	–	–	0.09%	50
2015 Q4	$238K	Hold	4,080	–	–	0.08%	52
2015 Q3	$232K	Hold	4,080	–	–	0.08%	52
2015 Q2	$216K	Hold	4,080	–	–	0.07%	57
2015 Q1	$229K	Sell	4,080 -65	-2%	-$3.86K	0.08%	51
2014 Q4	$252K	Hold	4,145	–	–	0.09%	50
2014 Q3	$216K	Hold	4,145	–	–	0.08%	51
2014 Q2	$231K	Hold	4,145	–	–	0.09%	53
2014 Q1	$210K	Buy	+4,145	New	+$201K	0.08%	55

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lathrop Investment Management's AEP Position: Q1 2026 in Review

Lathrop Investment Management held its American Electric Power (AEP) position steady in Q1 2026 at 3,160 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #67.

Lathrop Investment Management first reported a position in AEP in Q1 2014 and has held it in 49 quarters since. The position peaked at $548K in Q3 2016. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Lathrop Investment Management held 3,160 shares of American Electric Power worth $414K as of Q1 2026.
Lathrop Investment Management left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.08% of Lathrop Investment Management's portfolio in Q1 2026, its #67 holding.
Lathrop Investment Management first reported a position in American Electric Power in Q1 2014 and has held it in 49 quarters since.
Lathrop Investment Management's American Electric Power position peaked at $548K in Q3 2016.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.