Union Savings Bank’s American Electric Power AEP Stock Holding History

Union Savings 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	$31.5K	Hold	230	–	–	0.01%	225
2026 Q1	$30.1K	Hold	230	–	–	0.01%	220
2025 Q4	$26.5K	Buy	+230	New	+$27.2K	0.01%	232
2025 Q2	$26K	Hold	230	–	–	0.01%	235
2025 Q1	$25.1K	Hold	230	–	–	0.01%	243
2024 Q4	$21.2K	Sell	230 -80	-26%	-$7.74K	0.01%	250
2024 Q3	$31.8K	Buy	310 +5	+2%	+$488	0.02%	240
2024 Q2	$26.8K	Hold	305	–	–	0.01%	244
2024 Q1	$26.3K	Buy	305 +75	+33%	+$6.1K	0.01%	244
2023 Q4	$18.7K	Hold	230	–	–	0.01%	261
2023 Q3	$17.3K	Hold	230	–	–	0.01%	261
2023 Q2	$19.5K	Buy	+230	New	+$20.3K	0.01%	251

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

Union Savings Bank's AEP Position: Q2 2026 in Review

Union Savings Bank held its American Electric Power (AEP) position steady in Q2 2026 at 230 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Union Savings Bank first reported a position in AEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.8K in Q3 2024. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Union Savings Bank held 230 shares of American Electric Power worth $31.5K as of Q2 2026.
Union Savings Bank left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #225 holding.
Union Savings Bank first reported a position in American Electric Power in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's American Electric Power position peaked at $31.8K in Q3 2024.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.