Whipplewood Advisors’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
$3.69K Sell
27
-65
-71% -$8.56K ﹤0.01% 354
2026
Q1
$12.1K Buy
+92
New +$11.5K 0.01% 459
2025
Q3
– Sell
-174
Closed -$18.1K – 312
2025
Q2
$18.1K Buy
174
+139
+397% +$14.5K 0.01% 483
2025
Q1
$18.1K Sell
35
-138
-80% -$14K 0.01% 469
2024
Q4
$16K Buy
+173
New +$16.7K 0.01% 480

Other funds holding AEP

Whipplewood Advisors's AEP Position: Q2 2026 in Review

Whipplewood Advisors reduced its American Electric Power (AEP) stake by 71% in Q2 2026, selling an estimated $8.56K and leaving 27 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Whipplewood Advisors first reported a position in AEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.1K in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Whipplewood Advisors held 27 shares of American Electric Power worth $3.69K as of Q2 2026.
  • Whipplewood Advisors sold 65 American Electric Power shares in Q2 2026, an estimated $8.56K.
  • American Electric Power made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #354 holding.
  • Whipplewood Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's American Electric Power position peaked at $18.1K in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.