Slocum, Gordon & Co’s American Electric Power AEP Stock Holding History

Slocum, Gordon & Co’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 Q3	$7.32M	Sell	61,695 -2,105	-3%	-$267K	5.11%	5
2026 Q2	$8.73M	Sell	63,800 -2,299	-3%	-$303K	5.8%	5
2026 Q1	$8.66M	Sell	66,099 -506	-0.8%	-$63.3K	5.9%	5
2025 Q4	$7.68M	Sell	66,605 -650	-1%	-$76.8K	5.56%	5
2025 Q3	$7.57M	Sell	67,255 -130	-0.2%	-$14.2K	6.04%	6
2025 Q2	$6.99M	Sell	67,385 -1,775	-3%	-$185K	5.63%	5
2025 Q1	$7.56M	Sell	69,160 -855	-1%	-$86.6K	5.63%	6
2024 Q4	$6.46M	Sell	70,015 -1,885	-3%	-$182K	5.31%	6
2024 Q3	$7.38M	Sell	71,900 -1,667	-2%	-$163K	2.97%	10
2024 Q2	$6.45M	Sell	73,567 -335	-0.5%	-$29.3K	4.8%	7
2024 Q1	$6.36M	Sell	73,902 -1,499	-2%	-$122K	4.72%	7
2023 Q4	$6.12M	Sell	75,401 -341	-0.5%	-$26.5K	5.37%	6
2023 Q3	$5.7M	Sell	75,742 -1,045	-1%	-$85K	4.96%	6
2023 Q2	$6.47M	Sell	76,787 -1,013	-1%	-$89.5K	4.69%	5
2023 Q1	$7.08M	Sell	77,800 -19,751	-20%	-$1.81M	5.87%	4
2022 Q4	$9.26M	Buy	+97,551	New	+$8.88M	5.97%	5

Other funds holding AEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Slocum, Gordon & Co's AEP Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its American Electric Power (AEP) stake by 3.3% in Q3 2026, selling an estimated $267K and leaving 61,695 shares worth $7.32M. The position accounts for 5.11% of the portfolio, ranked #5.

Slocum, Gordon & Co first reported a position in AEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.26M in Q4 2022. 1,317 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Slocum, Gordon & Co held 61,695 shares of American Electric Power worth $7.32M as of Q3 2026.
Slocum, Gordon & Co sold 2,105 American Electric Power shares in Q3 2026, an estimated $267K.
American Electric Power made up 5.11% of Slocum, Gordon & Co's portfolio in Q3 2026, its #5 holding.
Slocum, Gordon & Co first reported a position in American Electric Power in Q4 2022 and has held it in 16 quarters since.
Slocum, Gordon & Co's American Electric Power position peaked at $9.26M in Q4 2022.
1,317 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.