Sterling Investment Counsel’s American Electric Power AEP Stock Holding History

Sterling Investment Counsel’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	$1.83M	Buy	13,355 +335	+3%	+$44.1K	0.43%	40
2026 Q1	$1.71M	Buy	13,020 +12	+0.1%	+$1.5K	0.48%	38
2025 Q4	$1.39M	Buy	13,008 +5,289	+69%	+$625K	0.4%	48
2025 Q3	$868K	Buy	7,719 +3,298	+75%	+$361K	0.28%	62
2025 Q2	$459K	Sell	4,421 -230	-5%	-$23.9K	0.27%	61
2025 Q1	$508K	Buy	+4,651	New	+$471K	0.17%	92
2024 Q4	–	Sell	-4,421	Closed	-$454K	–	130
2024 Q3	$454K	Hold	4,421	–	–	0.16%	89
2024 Q2	$388K	Buy	+4,421	New	+$387K	0.15%	90
2024 Q1	–	Sell	-4,704	Closed	-$382K	–	173
2023 Q4	$382K	Buy	+4,704	New	+$365K	0.2%	88
2023 Q3	–	Sell	-4,889	Closed	-$412K	–	152
2023 Q2	$412K	Hold	4,889	–	–	0.22%	82
2023 Q1	$445K	Sell	4,889 -515	-10%	-$47.1K	0.26%	68
2022 Q4	$513K	Buy	+5,404	New	+$492K	0.32%	60
2022 Q3	–	Sell	-5,299	Closed	-$507K	–	138
2022 Q2	$507K	Buy	5,299 +69	+1%	+$6.84K	0.39%	55
2022 Q1	$521K	Sell	5,230 -180	-3%	-$16.4K	0.35%	59
2021 Q4	$481K	Buy	+5,410	New	+$456K	0.33%	73

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Sterling Investment Counsel's AEP Position: Q2 2026 in Review

Sterling Investment Counsel increased its American Electric Power (AEP) stake by 2.6% in Q2 2026, buying an estimated $44.1K and bringing the position to 13,355 shares worth $1.83M. The position accounts for 0.43% of the portfolio, ranked #40.

Sterling Investment Counsel first reported a position in AEP in Q4 2021 and has held it in 15 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Sterling Investment Counsel held 13,355 shares of American Electric Power worth $1.83M as of Q2 2026.
Sterling Investment Counsel bought 335 American Electric Power shares in Q2 2026, an estimated $44.1K.
American Electric Power made up 0.43% of Sterling Investment Counsel's portfolio in Q2 2026, its #40 holding.
Sterling Investment Counsel first reported a position in American Electric Power in Q4 2021 and has held it in 15 quarters since.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.