Trust Point Inc’s American Electric Power AEP Stock Holding History

Trust Point Inc’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	–	Sell	-2,083	Closed	-$273K	–	475
2026 Q1	$273K	Sell	2,083 -769	-27%	-$96.2K	0.02%	414
2025 Q4	$329K	Sell	2,852 -102	-3%	-$12K	0.03%	344
2025 Q3	$332K	Buy	+2,954	New	+$323K	0.03%	338
2025 Q2	–	Sell	-3,280	Closed	-$358K	–	397
2025 Q1	$358K	Sell	3,280 -110	-3%	-$11.1K	0.03%	295
2024 Q4	$313K	Sell	3,390 -16	-0.5%	-$1.55K	0.02%	414
2024 Q3	$349K	Sell	3,406 -295	-8%	-$28.8K	0.03%	351
2024 Q2	$325K	Sell	3,701 -396	-10%	-$34.6K	0.03%	358
2024 Q1	$353K	Sell	4,097 -7,746	-65%	-$630K	0.03%	361
2023 Q4	$962K	Buy	+11,843	New	+$919K	0.08%	140

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

Trust Point Inc's AEP Position: Q2 2026 in Review

Trust Point Inc sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 2,083 shares — an estimated $273K sold.

Trust Point Inc first reported a position in AEP in Q4 2023 and held it in 9 quarters. The position peaked at $962K in Q4 2023. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Trust Point Inc reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 2,083 American Electric Power shares in Q2 2026, an estimated $273K.
Trust Point Inc first reported a position in American Electric Power in Q4 2023 and held it in 9 quarters.
Trust Point Inc's American Electric Power position peaked at $962K in Q4 2023.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.