MLL
AEP icon

Moody Lynn & Lieberson’s American Electric Power AEP Stock Holding History

Moody Lynn & Lieberson’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 		$11.7M Buy
85,654
+53,326
+165% +$7.02M 0.62% 40
2026
Q1 		$4.24M Buy
32,328
+30,127
+1,369% +$3.77M 0.24% 57
2025
Q4 		$254K Hold
2,201
– – 0.01% 231
2025
Q3 		$248K Hold
2,201
– – 0.01% 234
2025
Q2 		$228K Buy
2,201
+39
+2% +$4.06K 0.01% 235
2025
Q1 		$236K Buy
+2,162
New +$219K 0.02% 221
2024
Q4 		– Sell
-2,162
Closed -$222K – 247
2024
Q3 		$222K Buy
+2,162
New +$211K 0.01% 236
2023
Q3 		– Sell
-2,948
Closed -$248K – 207
2023
Q2 		$248K Hold
2,948
– – 0.02% 201
2023
Q1 		$268K Hold
2,948
– – 0.02% 195
2022
Q4 		$279K Hold
2,948
– – 0.03% 201
2022
Q3 		$255K Buy
2,948
+701
+31% +$69.3K 0.02% 197
2022
Q2 		$216K Hold
2,247
– – 0.02% 208
2022
Q1 		$224K Hold
2,247
– – 0.02% 212
2021
Q4 		$200K Buy
+2,247
New +$190K 0.01% 230
2020
Q1 		– Sell
-2,123
Closed -$201K – 164
2019
Q4 		$201K Buy
+2,123
New +$196K 0.02% 203
2019
Q2 		– Sell
-2,486
Closed -$208K – 191
2019
Q1 		$208K Buy
+2,486
New +$198K 0.02% 183

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

Moody Lynn & Lieberson's AEP Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its American Electric Power (AEP) stake by 165% in Q2 2026, buying an estimated $7.02M and bringing the position to 85,654 shares worth $11.7M. The position accounts for 0.62% of the portfolio, ranked #40.

Moody Lynn & Lieberson first reported a position in AEP in Q1 2019 and has held it in 16 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Moody Lynn & Lieberson held 85,654 shares of American Electric Power worth $11.7M as of Q2 2026.
  • Moody Lynn & Lieberson bought 53,326 American Electric Power shares in Q2 2026, an estimated $7.02M.
  • American Electric Power made up 0.62% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #40 holding.
  • Moody Lynn & Lieberson first reported a position in American Electric Power in Q1 2019 and has held it in 16 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.