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Umpqua Bank’s American Electric Power AEP Stock Holding History

Umpqua Bank’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 		$561K Buy
4,100
+49
+1% +$6.46K 0.13% 115
2026
Q1 		$531K Sell
4,051
-306
-7% -$38.3K 0.15% 109
2025
Q4 		$502K Sell
4,357
-211
-5% -$24.9K 0.14% 113
2025
Q3 		$541K Buy
4,568
+484
+12% +$53K 0.15% 108
2025
Q2 		$425K Buy
4,084
+761
+23% +$79.2K 0.13% 124
2025
Q1 		$363K Buy
3,323
+152
+5% +$15.4K 0.13% 118
2024
Q4 		$300K Buy
3,171
+82
+3% +$7.94K 0.1% 130
2024
Q3 		$317K Buy
3,089
+148
+5% +$14.4K 0.12% 124
2024
Q2 		$258K Buy
2,941
+468
+19% +$40.9K 0.1% 129
2024
Q1 		$213K Buy
+2,473
New +$201K 0.09% 141

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
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
WG
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

Umpqua Bank's AEP Position: Q2 2026 in Review

Umpqua Bank increased its American Electric Power (AEP) stake by 1.2% in Q2 2026, buying an estimated $6.46K and bringing the position to 4,100 shares worth $561K. The position accounts for 0.13% of the portfolio, ranked #115.

Umpqua Bank first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Umpqua Bank held 4,100 shares of American Electric Power worth $561K as of Q2 2026.
  • Umpqua Bank bought 49 American Electric Power shares in Q2 2026, an estimated $6.46K.
  • American Electric Power made up 0.13% of Umpqua Bank's portfolio in Q2 2026, its #115 holding.
  • Umpqua Bank first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.