Spirit of America Management Corp’s American Electric Power AEP Stock Holding History

Spirit of America Management Corp’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	$2.46M	Buy	17,950 +250	+1%	+$32.9K	0.46%	66
2026 Q1	$2.32M	Buy	17,700 +850	+5%	+$106K	0.46%	60
2025 Q4	$1.94M	Buy	16,850 +550	+3%	+$65K	0.41%	71
2025 Q3	$1.83M	Buy	16,300 +1,600	+11%	+$175K	0.37%	74
2025 Q2	$1.53M	Buy	14,700 +1,250	+9%	+$130K	0.32%	83
2025 Q1	$1.47M	Hold	13,450	–	–	0.3%	81
2024 Q4	$1.24M	Buy	13,450 +2,450	+22%	+$237K	0.25%	93
2024 Q3	$1.13M	Hold	11,000	–	–	0.23%	106
2024 Q2	$965K	Hold	11,000	–	–	0.2%	105
2024 Q1	$947K	Buy	11,000 +350	+3%	+$28.5K	0.19%	108
2023 Q4	$865K	Hold	10,650	–	–	0.19%	112
2023 Q3	$801K	Buy	10,650 +2,300	+28%	+$187K	0.18%	100
2023 Q2	$703K	Buy	8,350 +3,650	+78%	+$322K	0.16%	115
2023 Q1	$428K	Buy	4,700 +1,695	+56%	+$155K	0.1%	149
2022 Q4	$285K	Hold	3,005	–	–	0.06%	170
2022 Q3	$260K	Hold	3,005	–	–	0.06%	181
2022 Q2	$288K	Hold	3,005	–	–	0.07%	178
2022 Q1	$300K	Hold	3,005	–	–	0.06%	183
2021 Q4	$268K	Hold	3,005	–	–	0.05%	189
2021 Q3	$244K	Hold	3,005	–	–	0.05%	196
2021 Q2	$254K	Hold	3,005	–	–	0.05%	189
2021 Q1	$255K	Hold	3,005	–	–	0.06%	178
2020 Q4	$250K	Hold	3,005	–	–	0.06%	178
2020 Q3	$245K	Hold	3,005	–	–	0.07%	168
2020 Q2	$239K	Hold	3,005	–	–	0.06%	170
2020 Q1	$240K	Buy	3,005 +100	+3%	+$9.46K	0.08%	170
2019 Q4	$274K	Sell	2,905 -1,360	-32%	-$126K	0.05%	187
2019 Q3	$400K	Hold	4,265	–	–	0.06%	175
2019 Q2	$375K	Hold	4,265	–	–	0.06%	183
2019 Q1	$358K	Hold	4,265	–	–	0.05%	186
2018 Q4	$319K	Hold	4,265	–	–	0.05%	193
2018 Q3	$302K	Hold	4,265	–	–	0.04%	206
2018 Q2	$295K	Sell	4,265 -2,405	-36%	-$162K	0.04%	215
2018 Q1	$457K	Sell	6,670 -550	-8%	-$37K	0.06%	189
2017 Q4	$531K	Sell	7,220 -700	-9%	-$52.3K	0.06%	186
2017 Q3	$556K	Hold	7,920	–	–	0.06%	195
2017 Q2	$551K	Hold	7,920	–	–	0.06%	195
2017 Q1	$531K	Hold	7,920	–	–	0.06%	198
2016 Q4	$498K	Hold	7,920	–	–	0.06%	208
2016 Q3	$508K	Hold	7,920	–	–	0.07%	204
2016 Q2	$555K	Hold	7,920	–	–	0.08%	175
2016 Q1	$526K	Hold	7,920	–	–	0.09%	179
2015 Q4	$462K	Buy	7,920 +1,750	+28%	+$99.2K	0.09%	192
2015 Q3	$351K	Hold	6,170	–	–	0.07%	223
2015 Q2	$327K	Buy	6,170 +4,470	+263%	+$247K	0.06%	240
2015 Q1	$96K	Buy	+1,700	New	+$101K	0.02%	308

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Spirit of America Management Corp's AEP Position: Q2 2026 in Review

Spirit of America Management Corp increased its American Electric Power (AEP) stake by 1.4% in Q2 2026, buying an estimated $32.9K and bringing the position to 17,950 shares worth $2.46M. The position accounts for 0.46% of the portfolio, ranked #66.

Spirit of America Management Corp first reported a position in AEP in Q1 2015 and has held it in 46 quarters since. 1,460 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Spirit of America Management Corp held 17,950 shares of American Electric Power worth $2.46M as of Q2 2026.
Spirit of America Management Corp bought 250 American Electric Power shares in Q2 2026, an estimated $32.9K.
American Electric Power made up 0.46% of Spirit of America Management Corp's portfolio in Q2 2026, its #66 holding.
Spirit of America Management Corp first reported a position in American Electric Power in Q1 2015 and has held it in 46 quarters since.
1,460 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.