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LVM Capital Management’s American Electric Power AEP Stock Holding History

LVM Capital 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 		$280K Hold
2,045
– – 0.02% 137
2026
Q1 		$268K Buy
2,045
+145
+8% +$18.1K 0.03% 135
2025
Q4 		$219K Hold
1,900
– – 0.02% 149
2025
Q3 		$214K Buy
+1,900
New +$208K 0.02% 153
2025
Q2 		– Sell
-2,033
Closed -$222K – 151
2025
Q1 		$222K Buy
+2,033
New +$206K 0.02% 136

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's AEP Position: Q2 2026 in Review

LVM Capital Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,045 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #137.

LVM Capital Management first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • LVM Capital Management held 2,045 shares of American Electric Power worth $280K as of Q2 2026.
  • LVM Capital Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #137 holding.
  • LVM Capital Management first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.