Leavell Investment Management’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 | $474K | Sell |
3,466
-40
| -1% | -$5.27K | 0.02% | 451 |
|
|
2026
Q1 | $460K | Sell |
3,506
-32
| -0.9% | -$4K | 0.02% | 434 |
|
|
2025
Q4 | $408K | Sell |
3,538
-524
| -13% | -$61.9K | 0.02% | 452 |
|
|
2025
Q3 | $457K | Buy |
4,062
+17
| +0.4% | +$1.86K | 0.02% | 429 |
|
|
2025
Q2 | $420K | Buy |
4,045
+241
| +6% | +$25.1K | 0.02% | 439 |
|
|
2025
Q1 | $416K | Buy |
3,804
+644
| +20% | +$65.2K | 0.02% | 418 |
|
|
2024
Q4 | $291K | Buy |
3,160
+575
| +22% | +$55.6K | 0.01% | 462 |
|
|
2024
Q3 | $265K | Buy |
2,585
+53
| +2% | +$5.17K | 0.01% | 484 |
|
|
2024
Q2 | $222K | Buy |
+2,532
| New | +$221K | 0.01% | 479 |
|
|
2023
Q3 | – | Sell |
-3,127
| Closed | -$263K | – | 455 |
|
|
2023
Q2 | $263K | Sell |
3,127
-430
| -12% | -$38K | 0.02% | 418 |
|
|
2023
Q1 | $324K | Sell |
3,557
-70
| -2% | -$6.4K | 0.02% | 379 |
|
|
2022
Q4 | $344K | Sell |
3,627
-1,374
| -27% | -$125K | 0.03% | 361 |
|
|
2022
Q3 | $432K | Buy |
5,001
+1,724
| +53% | +$170K | 0.03% | 325 |
|
|
2022
Q2 | $314K | Hold |
3,277
| – | – | 0.02% | 365 |
|
|
2022
Q1 | $327K | Hold |
3,277
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $292K | Sell |
3,277
-260
| -7% | -$21.9K | 0.02% | 381 |
|
|
2021
Q3 | $287K | Sell |
3,537
-186
| -5% | -$16.2K | 0.02% | 355 |
|
|
2021
Q2 | $315K | Hold |
3,723
| – | – | 0.03% | 332 |
|
|
2021
Q1 | $315K | Sell |
3,723
-780
| -17% | -$62.9K | 0.03% | 332 |
|
|
2020
Q4 | $375K | Sell |
4,503
-1,903
| -30% | -$165K | 0.03% | 304 |
|
|
2020
Q3 | $524K | Hold |
6,406
| – | – | 0.05% | 260 |
|
|
2020
Q2 | $510K | Sell |
6,406
-117
| -2% | -$9.55K | 0.05% | 251 |
|
|
2020
Q1 | $522K | Hold |
6,523
| – | – | 0.06% | 227 |
|
|
2019
Q4 | $616K | Sell |
6,523
-142
| -2% | -$13.1K | 0.06% | 245 |
|
|
2019
Q3 | $624K | Buy |
6,665
+300
| +5% | +$27.2K | 0.06% | 234 |
|
|
2019
Q2 | $560K | Buy |
6,365
+590
| +10% | +$50.9K | 0.06% | 250 |
|
|
2019
Q1 | $484K | Hold |
5,775
| – | – | 0.05% | 262 |
|
|
2018
Q4 | $432K | Buy |
5,775
+655
| +13% | +$49.1K | 0.05% | 258 |
|
|
2018
Q3 | $363K | Buy |
5,120
+220
| +4% | +$15.7K | 0.04% | 298 |
|
|
2018
Q2 | $339K | Sell |
4,900
-500
| -9% | -$33.7K | 0.04% | 305 |
|
|
2018
Q1 | $370K | Buy |
5,400
+250
| +5% | +$16.8K | 0.04% | 291 |
|
|
2017
Q4 | $379K | Hold |
5,150
| – | – | 0.04% | 291 |
|
|
2017
Q3 | $362K | Buy |
5,150
+250
| +5% | +$17.8K | 0.04% | 284 |
|
|
2017
Q2 | $340K | Hold |
4,900
| – | – | 0.04% | 299 |
|
|
2017
Q1 | $329K | Buy |
4,900
+700
| +17% | +$45.3K | 0.04% | 293 |
|
|
2016
Q4 | $264K | Hold |
4,200
| – | – | 0.04% | 324 |
|
|
2016
Q3 | $270K | Sell |
4,200
-500
| -11% | -$33.6K | 0.04% | 320 |
|
|
2016
Q2 | $329K | Hold |
4,700
| – | – | 0.05% | 299 |
|
|
2016
Q1 | $312K | Hold |
4,700
| – | – | 0.05% | 296 |
|
|
2015
Q4 | $274K | Buy |
4,700
+550
| +13% | +$31.2K | 0.04% | 315 |
|
|
2015
Q3 | $236K | Buy |
+4,150
| New | +$230K | 0.04% | 343 |
|
Other funds holding AEP
Leavell Investment Management's AEP Position: Q2 2026 in Review
Leavell Investment Management reduced its American Electric Power (AEP) stake by 1.1% in Q2 2026, selling an estimated $5.27K and leaving 3,466 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #451.
Leavell Investment Management first reported a position in AEP in Q3 2015 and has held it in 41 quarters since. The position peaked at $624K in Q3 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Leavell Investment Management held 3,466 shares of American Electric Power worth $474K as of Q2 2026.
- Leavell Investment Management sold 40 American Electric Power shares in Q2 2026, an estimated $5.27K.
- American Electric Power made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #451 holding.
- Leavell Investment Management first reported a position in American Electric Power in Q3 2015 and has held it in 41 quarters since.
- Leavell Investment Management's American Electric Power position peaked at $624K in Q3 2019.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.