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TCV Trust & Wealth Management’s American Electric Power AEP Stock Holding History

TCV Trust & Wealth Management’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 		$772K Sell
5,640
-1,160
-17% -$153K 0.06% 126
2026
Q1 		$891K Sell
6,800
-271
-4% -$33.9K 0.07% 108
2025
Q4 		$815K Buy
7,071
+185
+3% +$21.8K 0.07% 118
2025
Q3 		$775K Buy
6,886
+150
+2% +$16.4K 0.06% 114
2025
Q2 		$699K Buy
6,736
+167
+3% +$17.4K 0.06% 125
2025
Q1 		$718K Buy
6,569
+24
+0.4% +$2.43K 0.07% 115
2024
Q4 		$604K Sell
6,545
-20
-0.3% -$1.94K 0.06% 126
2024
Q3 		$674K Sell
6,565
-25
-0.4% -$2.44K 0.06% 123
2024
Q2 		$578K Buy
6,590
+100
+2% +$8.75K 0.06% 126
2024
Q1 		$559K Sell
6,490
-10
-0.2% -$813 0.05% 128
2023
Q4 		$528K Sell
6,500
-634
-9% -$49.2K 0.05% 129
2023
Q3 		$537K Buy
7,134
+1,200
+20% +$97.6K 0.06% 129
2023
Q2 		$500K Sell
5,934
-555
-9% -$49K 0.05% 131
2023
Q1 		$590K Buy
6,489
+755
+13% +$69.1K 0.07% 131
2022
Q4 		$544K Sell
5,734
-54
-0.9% -$4.92K 0.06% 134
2022
Q3 		$500K Sell
5,788
-650
-10% -$64.3K 0.06% 129
2022
Q2 		$618K Buy
6,438
+555
+9% +$55K 0.07% 127
2022
Q1 		$587K Buy
5,883
+565
+11% +$51.6K 0.06% 134
2021
Q4 		$473K Buy
5,318
+219
+4% +$18.5K 0.05% 146
2021
Q3 		$414K Buy
5,099
+282
+6% +$24.6K 0.05% 149
2021
Q2 		$404K Buy
4,817
+287
+6% +$24.7K 0.04% 150
2021
Q1 		$384K Sell
4,530
-390
-8% -$31.4K 0.04% 147
2020
Q4 		$410K Buy
4,920
+312
+7% +$27.1K 0.05% 138
2020
Q3 		$376K Hold
4,608
– – 0.05% 137
2020
Q2 		$367K Sell
4,608
-25
-0.5% -$2.04K 0.05% 136
2020
Q1 		$371K Sell
4,633
-175
-4% -$16.5K 0.06% 131
2019
Q4 		$455K Sell
4,808
-293
-6% -$27.1K 0.06% 134
2019
Q3 		$478K Sell
5,101
-257
-5% -$23.3K 0.06% 133
2019
Q2 		$471K Hold
5,358
– – 0.06% 137
2019
Q1 		$449K Sell
5,358
-50
-0.9% -$3.98K 0.06% 141
2018
Q4 		$404K Sell
5,408
-100
-2% -$7.5K 0.06% 145
2018
Q3 		$390K Sell
5,508
-2,475
-31% -$176K 0.05% 155
2018
Q2 		$553K Sell
7,983
-540
-6% -$36.4K 0.08% 130
2018
Q1 		$584K Sell
8,523
-25
-0.3% -$1.68K 0.08% 128
2017
Q4 		$629K Sell
8,548
-525
-6% -$39.2K 0.09% 121
2017
Q3 		$637K Sell
9,073
-600
-6% -$42.7K 0.09% 117
2017
Q2 		$672K Sell
9,673
-175
-2% -$12.2K 0.1% 118
2017
Q1 		$661K Buy
9,848
+1,233
+14% +$79.9K 0.1% 118
2016
Q4 		$543K Hold
8,615
– – 0.09% 120
2016
Q3 		$554K Hold
8,615
– – 0.09% 111
2016
Q2 		$604K Buy
8,615
+525
+6% +$34.4K 0.11% 108
2016
Q1 		$537K Sell
8,090
-404
-5% -$25K 0.1% 110
2015
Q4 		$495K Hold
8,494
– – 0.09% 115
2015
Q3 		$483K Sell
8,494
-112
-1% -$6.21K 0.09% 120
2015
Q2 		$456K Buy
8,606
+200
+2% +$11.1K 0.07% 124
2015
Q1 		$473K Buy
8,406
+3,878
+86% +$230K 0.08% 129
2014
Q4 		$275K Buy
4,528
+300
+7% +$17.2K 0.05% 154
2014
Q3 		$221K Sell
4,228
-50
-1% -$2.64K 0.04% 164
2014
Q2 		$239K Buy
+4,278
New +$226K 0.04% 164

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

TCV Trust & Wealth Management's AEP Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its American Electric Power (AEP) stake by 17% in Q2 2026, selling an estimated $153K and leaving 5,640 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #126.

TCV Trust & Wealth Management first reported a position in AEP in Q2 2014 and has held it in 49 quarters since. The position peaked at $891K in Q1 2026. 923 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • TCV Trust & Wealth Management held 5,640 shares of American Electric Power worth $772K as of Q2 2026.
  • TCV Trust & Wealth Management sold 1,160 American Electric Power shares in Q2 2026, an estimated $153K.
  • American Electric Power made up 0.06% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #126 holding.
  • TCV Trust & Wealth Management first reported a position in American Electric Power in Q2 2014 and has held it in 49 quarters since.
  • TCV Trust & Wealth Management's American Electric Power position peaked at $891K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.