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MassMutual Private Wealth & Trust’s American Electric Power AEP Stock Holding History

MassMutual Private Wealth & Trust’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 		$7.7M Sell
56,302
-156
-0.3% -$20.6K 0.2% 99
2026
Q1 		$7.4M Sell
56,458
-1,357
-2% -$170K 0.2% 99
2025
Q4 		$6.67M Sell
57,815
-1,156
-2% -$137K 0.17% 108
2025
Q3 		$6.63M Sell
58,971
-555
-0.9% -$60.7K 0.17% 115
2025
Q2 		$6.18M Buy
59,526
+401
+0.7% +$41.7K 0.16% 120
2025
Q1 		$6.46M Buy
59,125
+3,843
+7% +$389K 0.19% 111
2024
Q4 		$5.1M Sell
55,282
-560
-1% -$54.2K 0.14% 130
2024
Q3 		$5.73M Buy
55,842
+554
+1% +$54.1K 0.16% 114
2024
Q2 		$4.85M Buy
55,288
+1,329
+2% +$116K 0.15% 132
2024
Q1 		$4.65M Buy
53,959
+17,424
+48% +$1.42M 0.14% 138
2023
Q4 		$2.97M Sell
36,535
-6,560
-15% -$509K 0.1% 167
2023
Q3 		$3.24M Buy
43,095
+661
+2% +$53.8K 0.12% 158
2023
Q2 		$3.57M Sell
42,434
-619
-1% -$54.7K 0.13% 153
2023
Q1 		$3.92M Buy
43,053
+42,535
+8,211% +$3.89M 0.15% 141
2022
Q4 		$49K Buy
518
+85
+20% +$7.74K ﹤0.01% 483
2022
Q3 		$37K Buy
433
+68
+19% +$6.72K ﹤0.01% 496
2022
Q2 		$35K Sell
365
-170
-32% -$16.8K ﹤0.01% 498
2022
Q1 		$53K Buy
535
+34
+7% +$3.11K ﹤0.01% 461
2021
Q4 		$45K Sell
501
-432
-46% -$36.4K ﹤0.01% 489
2021
Q3 		$76K Buy
933
+428
+85% +$37.4K ﹤0.01% 426
2021
Q2 		$43K Buy
505
+75
+17% +$6.46K ﹤0.01% 493
2021
Q1 		$36K Sell
430
-413
-49% -$33.3K ﹤0.01% 466
2020
Q4 		$70K Buy
843
+327
+63% +$28.4K ﹤0.01% 419
2020
Q3 		$42K Sell
516
-3,641
-88% -$300K ﹤0.01% 435
2020
Q2 		$331K Buy
4,157
+3,679
+770% +$300K 0.02% 293
2020
Q1 		$38K Sell
478
-2,304
-83% -$218K ﹤0.01% 392
2019
Q4 		$263K Hold
2,782
– – 0.02% 329
2019
Q3 		$261K Buy
2,782
+2,004
+258% +$182K 0.02% 328
2019
Q2 		$68K Buy
778
+200
+35% +$17.2K ﹤0.01% 400
2019
Q1 		$48.4K Sell
578
-350
-38% -$27.8K ﹤0.01% 427
2018
Q4 		$69.4K Hold
928
– – 0.01% 386
2018
Q3 		$65.8K Sell
928
-87
-9% -$6.19K ﹤0.01% 401
2018
Q2 		$70.3K Sell
1,015
-50
-5% -$3.37K 0.01% 395
2018
Q1 		$73K Sell
1,065
-515
-33% -$34.7K 0.01% 386
2017
Q4 		$116K Sell
1,580
-68
-4% -$5.08K 0.01% 384
2017
Q3 		$116K Buy
1,648
+469
+40% +$33.4K 0.01% 410
2017
Q2 		$81.9K Hold
1,179
– – 0.01% 409
2017
Q1 		$79.1K Sell
1,179
-368
-24% -$23.8K 0.01% 412
2016
Q4 		$97.4K Buy
+1,547
New +$95.4K 0.01% 318
2016
Q2 		$69.1K Buy
986
+558
+130% +$36.5K 0.01% 380
2016
Q1 		$28.4K Buy
428
+200
+88% +$12.4K ﹤0.01% 409
2015
Q4 		$13.3K Sell
228
-1,325
-85% -$75.1K ﹤0.01% 452
2015
Q3 		$81.1K Buy
1,553
+1,016
+189% +$56.4K 0.02% 345
2015
Q2 		$29.9K Sell
537
-843
-61% -$46.7K 0.01% 397
2015
Q1 		$77.6K Sell
1,380
-165
-11% -$9.79K 0.01% 342
2014
Q4 		$93.8K Sell
1,545
-8
-0.5% -$458 0.03% 220
2014
Q3 		$81.1K Buy
1,553
+1,518
+4,337% +$80.3K 0.02% 334
2014
Q2 		$1.95K Hold
35
– – ﹤0.01% 501
2014
Q1 		$1.77K Hold
35
– – ﹤0.01% 527
2013
Q4 		$1.64K Buy
+35
New +$1.61K ﹤0.01% 443

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's AEP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its American Electric Power (AEP) stake by 0.28% in Q2 2026, selling an estimated $20.6K and leaving 56,302 shares worth $7.7M. The position accounts for 0.2% of the portfolio, ranked #99.

MassMutual Private Wealth & Trust first reported a position in AEP in Q4 2013 and has held it in 50 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 56,302 shares of American Electric Power worth $7.7M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 156 American Electric Power shares in Q2 2026, an estimated $20.6K.
  • American Electric Power made up 0.2% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #99 holding.
  • MassMutual Private Wealth & Trust first reported a position in American Electric Power in Q4 2013 and has held it in 50 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.