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Richwood Investment Advisors’s American Electric Power AEP Stock Holding History

Richwood Investment Advisors’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 		$237K Sell
1,733
-70
-4% -$9.22K 0.17% 98
2026
Q1 		$236K Sell
1,803
-130
-7% -$16.3K 0.18% 90
2025
Q4 		$234K Sell
1,933
-355
-16% -$41.9K 0.17% 96
2025
Q3 		$257K Sell
2,288
-80
-3% -$8.75K 0.2% 95
2025
Q2 		$246K Sell
2,368
-419
-15% -$43.6K 0.2% 91
2025
Q1 		$305K Sell
2,787
-881
-24% -$89.2K 0.26% 84
2024
Q4 		$338K Buy
3,668
+270
+8% +$26.1K 0.28% 78
2024
Q3 		$349K Sell
3,398
-100
-3% -$9.76K 0.29% 76
2024
Q2 		$307K Buy
3,498
+323
+10% +$28.3K 0.27% 80
2024
Q1 		$273K Sell
3,175
-140
-4% -$11.4K 0.24% 88
2023
Q4 		$269K Sell
3,315
-150
-4% -$11.6K 0.25% 86
2023
Q3 		$261K Hold
3,465
– – 0.27% 88
2023
Q2 		$292K Hold
3,465
– – 0.28% 86
2023
Q1 		$315K Hold
3,465
– – 0.31% 83
2022
Q4 		$329K Hold
3,465
– – 0.33% 83
2022
Q3 		$300K Hold
3,465
– – 0.33% 81
2022
Q2 		$332K Buy
3,465
+140
+4% +$13.9K 0.33% 82
2022
Q1 		$332K Buy
3,325
+1,940
+140% +$177K 0.3% 88
2021
Q4 		$123K Buy
+1,385
New +$117K 0.11% 125

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

Richwood Investment Advisors's AEP Position: Q2 2026 in Review

Richwood Investment Advisors reduced its American Electric Power (AEP) stake by 3.9% in Q2 2026, selling an estimated $9.22K and leaving 1,733 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #98.

Richwood Investment Advisors first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $349K in Q3 2024. 858 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Richwood Investment Advisors held 1,733 shares of American Electric Power worth $237K as of Q2 2026.
  • Richwood Investment Advisors sold 70 American Electric Power shares in Q2 2026, an estimated $9.22K.
  • American Electric Power made up 0.17% of Richwood Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Richwood Investment Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's American Electric Power position peaked at $349K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.