Tompkins Financial’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $173K | Hold |
1,261
| – | – | 0.01% | 219 |
|
|
2026
Q1 | $165K | Hold |
1,261
| – | – | 0.01% | 216 |
|
|
2025
Q4 | $145K | Buy |
1,261
+150
| +14% | +$17.7K | 0.01% | 223 |
|
|
2025
Q3 | $125K | Hold |
1,111
| – | – | 0.01% | 230 |
|
|
2025
Q2 | $115K | Hold |
1,111
| – | – | 0.01% | 230 |
|
|
2025
Q1 | $121K | Hold |
1,111
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $102K | Sell |
1,111
-161
| -13% | -$15.6K | 0.01% | 253 |
|
|
2024
Q3 | $131K | Buy |
1,272
+161
| +14% | +$15.7K | 0.01% | 240 |
|
|
2024
Q2 | $97.5K | Sell |
1,111
-8
| -0.7% | -$700 | 0.01% | 274 |
|
|
2024
Q1 | $96.3K | Buy |
1,119
+8
| +0.7% | +$650 | 0.01% | 279 |
|
|
2023
Q4 | $90.2K | Hold |
1,111
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $83.6K | Hold |
1,111
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $93.5K | Hold |
1,111
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $101K | Hold |
1,111
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $105K | Hold |
1,111
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $96K | Sell |
1,111
-95
| -8% | -$9.39K | 0.02% | 261 |
|
|
2022
Q2 | $116K | Hold |
1,206
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $120K | Buy |
1,206
+1,086
| +905% | +$99.2K | 0.02% | 262 |
|
|
2021
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $10K | Buy |
+120
| New | +$10.5K | ﹤0.01% | 323 |
|
|
2021
Q1 | $8K | Sell |
95
-101
| -52% | -$8.14K | ﹤0.01% | 370 |
|
|
2020
Q4 | $16K | Buy |
196
+101
| +106% | +$8.77K | ﹤0.01% | 329 |
|
|
2020
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $8K | Sell |
95
-1,198
| -93% | -$113K | ﹤0.01% | 333 |
|
|
2019
Q4 | $122K | Hold |
1,293
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $121K | Sell |
1,293
-500
| -28% | -$45.4K | 0.02% | 169 |
|
|
2019
Q2 | $158K | Sell |
1,793
-1,710
| -49% | -$147K | 0.03% | 162 |
|
|
2019
Q1 | $293K | Buy |
3,503
+1,698
| +94% | +$135K | 0.06% | 144 |
|
|
2018
Q4 | $135K | Hold |
1,805
| – | – | 0.03% | 176 |
|
|
2018
Q3 | $128K | Sell |
1,805
-400
| -18% | -$28.5K | 0.03% | 192 |
|
|
2018
Q2 | $153K | Buy |
2,205
+400
| +22% | +$26.9K | 0.03% | 186 |
|
|
2018
Q1 | $124K | Buy |
1,805
+95
| +6% | +$6.4K | 0.03% | 189 |
|
|
2017
Q4 | $126K | Hold |
1,710
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $120K | Hold |
1,710
| – | – | 0.03% | 179 |
|
|
2017
Q2 | $119K | Hold |
1,710
| – | – | 0.03% | 175 |
|
|
2017
Q1 | $115K | Hold |
1,710
| – | – | 0.03% | 172 |
|
|
2016
Q4 | $108K | Hold |
1,710
| – | – | 0.03% | 163 |
|
|
2016
Q3 | $110K | Hold |
1,710
| – | – | 0.03% | 160 |
|
|
2016
Q2 | $120K | Buy |
+1,710
| New | +$112K | 0.04% | 177 |
|
|
2013
Q4 | – | Sell |
-41
| Closed | -$2K | – | 522 |
|
|
2013
Q3 | $2K | Buy |
+41
| New | +$1.82K | ﹤0.01% | 445 |
|
Other funds holding AEP
JIC
COPPSERS
FWCM
EB
ZIC
NIM
WG
GIA
ORIO
Tompkins Financial's AEP Position: Q2 2026 in Review
Tompkins Financial held its American Electric Power (AEP) position steady in Q2 2026 at 1,261 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #219.
Tompkins Financial first reported a position in AEP in Q3 2013 and has held it in 41 quarters since. The position peaked at $293K in Q1 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Tompkins Financial held 1,261 shares of American Electric Power worth $173K as of Q2 2026.
- Tompkins Financial left its American Electric Power share count unchanged in Q2 2026.
- American Electric Power made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #219 holding.
- Tompkins Financial first reported a position in American Electric Power in Q3 2013 and has held it in 41 quarters since.
- Tompkins Financial's American Electric Power position peaked at $293K in Q1 2019.
- 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.