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Morton Community Bank’s American Electric Power AEP Stock Holding History

Morton Community Bank’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 		$5.75M Buy
42,050
+935
+2% +$123K 1.17% 24
2026
Q1 		$5.39M Buy
41,115
+335
+0.8% +$41.9K 1.17% 28
2025
Q4 		$4.88M Buy
40,780
+985
+2% +$116K 1.06% 35
2025
Q3 		$4.79M Buy
39,795
+1,130
+3% +$124K 1.11% 25
2025
Q2 		$4.01M Buy
38,665
+1,285
+3% +$134K 1% 43
2025
Q1 		$4.08M Buy
37,380
+315
+0.8% +$31.9K 1.07% 34
2024
Q4 		$3.42M Buy
37,065
+581
+2% +$56.2K 0.9% 57
2024
Q3 		$3.74M Sell
36,484
-351
-1% -$34.3K 0.98% 46
2024
Q2 		$3.23M Buy
36,835
+603
+2% +$52.8K 0.91% 52
2024
Q1 		$3.12M Buy
36,232
+2,180
+6% +$177K 0.9% 49
2023
Q4 		$2.77M Buy
+34,052
New +$2.64M 0.9% 56

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morton Community Bank's AEP Position: Q2 2026 in Review

Morton Community Bank increased its American Electric Power (AEP) stake by 2.3% in Q2 2026, buying an estimated $123K and bringing the position to 42,050 shares worth $5.75M. The position accounts for 1.17% of the portfolio, ranked #24.

Morton Community Bank first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Morton Community Bank held 42,050 shares of American Electric Power worth $5.75M as of Q2 2026.
  • Morton Community Bank bought 935 American Electric Power shares in Q2 2026, an estimated $123K.
  • American Electric Power made up 1.17% of Morton Community Bank's portfolio in Q2 2026, its #24 holding.
  • Morton Community Bank first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.