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Welch & Forbes’s American Electric Power AEP Stock Holding History

Welch & Forbes’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 		$742K Buy
5,420
+1,015
+23% +$134K 0.01% 255
2026
Q1 		$577K Sell
4,405
-100
-2% -$12.5K 0.01% 263
2025
Q4 		$519K Buy
4,505
+49
+1% +$5.79K 0.01% 275
2025
Q3 		$501K Sell
4,456
-19
-0.4% -$2.08K 0.01% 277
2025
Q2 		$464K Hold
4,475
– – 0.01% 280
2025
Q1 		$489K Hold
4,475
– – 0.01% 273
2024
Q4 		$413K Sell
4,475
-64
-1% -$6.19K 0.01% 298
2024
Q3 		$466K Buy
4,539
+515
+13% +$50.3K 0.01% 296
2024
Q2 		$353K Sell
4,024
-301
-7% -$26.3K ﹤0.01% 316
2024
Q1 		$372K Sell
4,325
-31
-0.7% -$2.52K 0.01% 315
2023
Q4 		$354K Sell
4,356
-3
-0.1% -$233 0.01% 318
2023
Q3 		$328K Buy
4,359
+249
+6% +$20.3K 0.01% 318
2023
Q2 		$346K Sell
4,110
-251
-6% -$22.2K 0.01% 315
2023
Q1 		$397K Sell
4,361
-1
-0% -$91 0.01% 302
2022
Q4 		$414K Buy
4,362
+59
+1% +$5.37K 0.01% 299
2022
Q3 		$372K Hold
4,303
– – 0.01% 306
2022
Q2 		$413K Buy
4,303
+80
+2% +$7.93K 0.01% 298
2022
Q1 		$422K Sell
4,223
-30
-0.7% -$2.74K 0.01% 303
2021
Q4 		$378K Hold
4,253
– – 0.01% 314
2021
Q3 		$345K Buy
4,253
+210
+5% +$18.3K 0.01% 326
2021
Q2 		$342K Hold
4,043
– – 0.01% 333
2021
Q1 		$342K Buy
4,043
+209
+5% +$16.8K 0.01% 329
2020
Q4 		$320K Sell
3,834
-116
-3% -$10.1K 0.01% 326
2020
Q3 		$322K Sell
3,950
-488
-11% -$40.2K 0.01% 298
2020
Q2 		$354K Buy
4,438
+104
+2% +$8.49K 0.01% 276
2020
Q1 		$347K Sell
4,334
-38
-0.9% -$3.59K 0.01% 262
2019
Q4 		$413K Buy
4,372
+714
+20% +$66K 0.01% 274
2019
Q3 		$343K Buy
3,658
+324
+10% +$29.4K 0.01% 295
2019
Q2 		$293K Buy
+3,334
New +$287K 0.01% 302
2019
Q1 		– Sell
-2,809
Closed -$210K – 348
2018
Q4 		$210K Sell
2,809
-145
-5% -$10.9K 0.01% 321
2018
Q3 		$210K Sell
2,954
-238
-7% -$16.9K 0.01% 344
2018
Q2 		$221K Buy
3,192
+120
+4% +$8.08K 0.01% 338
2018
Q1 		$211K Sell
3,072
-1,181
-28% -$79.5K 0.01% 341
2017
Q4 		$313K Buy
+4,253
New +$318K 0.01% 288
2017
Q3 		– Sell
-3,375
Closed -$235K – 333
2017
Q2 		$235K Sell
3,375
-12
-0.4% -$834 0.01% 320
2017
Q1 		$227K Sell
3,387
-283
-8% -$18.3K 0.01% 313
2016
Q4 		$231K Buy
+3,670
New +$226K 0.01% 316
2016
Q3 		– Sell
-3,672
Closed -$257K – 310
2016
Q2 		$257K Sell
3,672
-92
-2% -$6.02K 0.01% 300
2016
Q1 		$250K Buy
3,764
+300
+9% +$18.6K 0.01% 302
2015
Q4 		$202K Sell
3,464
-250
-7% -$14.2K 0.01% 314
2015
Q3 		$211K Buy
+3,714
New +$206K 0.01% 315
2014
Q4 		– Sell
-4,237
Closed -$221K – 344
2014
Q3 		$221K Buy
+4,237
New +$224K 0.01% 324
2014
Q2 		– Sell
-4,739
Closed -$240K – 331
2014
Q1 		$240K Hold
4,739
– – 0.01% 306
2013
Q4 		$221K Sell
4,739
-2,255
-32% -$104K 0.01% 301
2013
Q3 		$303K Buy
6,994
+501
+8% +$22.3K 0.01% 292
2013
Q2 		$291K Buy
+6,493
New +$312K 0.01% 275

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Welch & Forbes's AEP Position: Q2 2026 in Review

Welch & Forbes increased its American Electric Power (AEP) stake by 23% in Q2 2026, buying an estimated $134K and bringing the position to 5,420 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #255.

Welch & Forbes first reported a position in AEP in Q2 2013 and has held it in 46 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Welch & Forbes held 5,420 shares of American Electric Power worth $742K as of Q2 2026.
  • Welch & Forbes bought 1,015 American Electric Power shares in Q2 2026, an estimated $134K.
  • American Electric Power made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #255 holding.
  • Welch & Forbes first reported a position in American Electric Power in Q2 2013 and has held it in 46 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.