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Mechanics Bank - Trust Department’s American Electric Power AEP Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q2 		– Sell
-2,779
Closed -$304K – 215
2025
Q1 		$304K Hold
2,779
– – 0.04% 184
2024
Q4 		$256K Sell
2,779
-49
-2% -$4.74K 0.03% 192
2024
Q3 		$290K Hold
2,828
– – 0.04% 182
2024
Q2 		$248K Buy
+2,828
New +$247K 0.04% 185
2022
Q2 		– Sell
-2,081
Closed -$208K – 166
2022
Q1 		$208K Sell
2,081
-1,625
-44% -$148K 0.03% 170
2021
Q4 		$330K Sell
3,706
-531
-13% -$44.8K 0.05% 156
2021
Q3 		$344K Hold
4,237
– – 0.06% 149
2021
Q2 		$358K Hold
4,237
– – 0.06% 147
2021
Q1 		$359K Sell
4,237
-115
-3% -$9.27K 0.06% 144
2020
Q4 		$362K Sell
4,352
-100
-2% -$8.68K 0.07% 138
2020
Q3 		$364K Hold
4,452
– – 0.07% 132
2020
Q2 		$355K Hold
4,452
– – 0.07% 134
2020
Q1 		$356K Hold
4,452
– – 0.09% 124
2019
Q4 		$421K Sell
4,452
-290
-6% -$26.8K 0.08% 137
2019
Q3 		$444K Buy
4,742
+90
+2% +$8.17K 0.09% 136
2019
Q2 		$409K Sell
4,652
-40
-0.9% -$3.45K 0.09% 120
2019
Q1 		$393K Sell
4,692
-1
-0% -$80 0.09% 122
2018
Q4 		$351K Buy
4,693
+208
+5% +$15.6K 0.09% 124
2018
Q3 		$318K Sell
4,485
-154
-3% -$11K 0.07% 137
2018
Q2 		$321K Buy
4,639
+1,660
+56% +$112K 0.07% 135
2018
Q1 		$204K Buy
2,979
+150
+5% +$10.1K 0.05% 156
2017
Q4 		$208K Buy
+2,829
New +$211K 0.05% 155
2016
Q3 		– Sell
-3,305
Closed -$231K – 164
2016
Q2 		$231K Buy
+3,305
New +$216K 0.09% 108

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mechanics Bank - Trust Department's AEP Position: Q2 2025 in Review

Mechanics Bank - Trust Department sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,779 shares — an estimated $304K sold.

Mechanics Bank - Trust Department first reported a position in AEP in Q2 2016 and held it in 23 quarters. The position peaked at $444K in Q3 2019. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Mechanics Bank - Trust Department reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,779 American Electric Power shares in Q2 2025, an estimated $304K.
  • Mechanics Bank - Trust Department first reported a position in American Electric Power in Q2 2016 and held it in 23 quarters.
  • Mechanics Bank - Trust Department's American Electric Power position peaked at $444K in Q3 2019.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2025, filed 14 Jul 2025.