Whitney & Co’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
Q1 | $1.86M | Buy |
14,220
+1,450
| +11% | +$181K | 0.16% | 81 |
|
|
2025
Q4 | $1.47M | Buy |
12,770
+7,420
| +139% | +$876K | 0.12% | 88 |
|
|
2025
Q3 | $602K | Hold |
5,350
| – | – | 0.05% | 87 |
|
|
2025
Q2 | $555K | Sell |
5,350
-250
| -4% | -$26K | 0.05% | 86 |
|
|
2025
Q1 | $612K | Hold |
5,600
| – | – | 0.07% | 85 |
|
|
2024
Q4 | $516K | Sell |
5,600
-500
| -8% | -$48.4K | 0.05% | 82 |
|
|
2024
Q3 | $626K | Hold |
6,100
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $535K | Sell |
6,100
-950
| -13% | -$83.1K | 0.06% | 82 |
|
|
2024
Q1 | $607K | Sell |
7,050
-1,500
| -18% | -$122K | 0.07% | 80 |
|
|
2023
Q4 | $694K | Sell |
8,550
-300
| -3% | -$23.3K | 0.09% | 74 |
|
|
2023
Q3 | $666K | Sell |
8,850
-350
| -4% | -$28.5K | 0.1% | 75 |
|
|
2023
Q2 | $775K | Sell |
9,200
-750
| -8% | -$66.2K | 0.11% | 73 |
|
|
2023
Q1 | $905K | Hold |
9,950
| – | – | 0.14% | 68 |
|
|
2022
Q4 | $945K | Sell |
9,950
-100
| -1% | -$9.1K | 0.17% | 66 |
|
|
2022
Q3 | $869K | Hold |
10,050
| – | – | 0.17% | 70 |
|
|
2022
Q2 | $964K | Sell |
10,050
-300
| -3% | -$29.7K | 0.18% | 71 |
|
|
2022
Q1 | $1.03M | Sell |
10,350
-300
| -3% | -$27.4K | 0.16% | 72 |
|
|
2021
Q4 | $948K | Sell |
10,650
-25
| -0.2% | -$2.11K | 0.14% | 73 |
|
|
2021
Q3 | $867K | Sell |
10,675
-200
| -2% | -$17.5K | 0.14% | 69 |
|
|
2021
Q2 | $920K | Sell |
10,875
-550
| -5% | -$47.4K | 0.15% | 67 |
|
|
2021
Q1 | $968K | Sell |
11,425
-100
| -0.9% | -$8.06K | 0.17% | 64 |
|
|
2020
Q4 | $943K | Sell |
11,525
-1,450
| -11% | -$126K | 0.15% | 71 |
|
|
2020
Q3 | $1.06M | Sell |
12,975
-800
| -6% | -$65.9K | 0.2% | 63 |
|
|
2020
Q2 | $1.1M | Sell |
13,775
-337
| -2% | -$27.5K | 0.22% | 60 |
|
|
2020
Q1 | $1.13M | Sell |
14,112
-850
| -6% | -$80.4K | 0.28% | 56 |
|
|
2019
Q4 | $1.41M | Sell |
14,962
-100
| -0.7% | -$9.24K | 0.28% | 62 |
|
|
2019
Q3 | $1.4M | Sell |
15,062
-25
| -0.2% | -$2.27K | 0.29% | 61 |
|
|
2019
Q2 | $1.33M | Sell |
15,087
-775
| -5% | -$66.8K | 0.3% | 63 |
|
|
2019
Q1 | $1.36M | Sell |
15,862
-8,896
| -36% | -$708K | 0.31% | 61 |
|
|
2018
Q4 | $1.97M | Sell |
24,758
-4,400
| -15% | -$330K | 0.5% | 61 |
|
|
2018
Q3 | $2.16M | Sell |
29,158
-6,138
| -17% | -$437K | 0.52% | 60 |
|
|
2018
Q2 | $2.44M | Sell |
35,296
-12,782
| -27% | -$861K | 0.65% | 57 |
|
|
2018
Q1 | $3.3M | Buy |
48,078
+62
| +0.1% | +$4.17K | 0.94% | 51 |
|
|
2017
Q4 | $3.53M | Buy |
48,016
+411
| +0.9% | +$30.7K | 1.02% | 45 |
|
|
2017
Q3 | $3.31M | Hold |
47,605
| – | – | 1.11% | 42 |
|
|
2017
Q2 | $3.31M | Buy |
47,605
+1,775
| +4% | +$123K | 1.08% | 43 |
|
|
2017
Q1 | $3.08M | Buy |
45,830
+2,905
| +7% | +$188K | 1.12% | 43 |
|
|
2016
Q4 | $2.7M | Buy |
42,925
+820
| +2% | +$50.6K | 1.02% | 47 |
|
|
2016
Q3 | $2.7M | Sell |
42,105
-1,130
| -3% | -$76K | 1.08% | 42 |
|
|
2016
Q2 | $3.03M | Sell |
43,235
-50
| -0.1% | -$3.27K | 1.23% | 36 |
|
|
2016
Q1 | $2.87M | Buy |
43,285
+1,305
| +3% | +$80.7K | 1.23% | 35 |
|
|
2015
Q4 | $2.45M | Sell |
41,980
-325
| -0.8% | -$18.4K | 1.07% | 42 |
|
|
2015
Q3 | $2.4M | Buy |
42,305
+1,280
| +3% | +$71K | 1.09% | 42 |
|
|
2015
Q2 | $2.17M | Buy |
41,025
+200
| +0.5% | +$11.1K | 0.95% | 45 |
|
|
2015
Q1 | $2.3M | Buy |
40,825
+2,075
| +5% | +$123K | 1.03% | 44 |
|
|
2014
Q4 | $2.35M | Buy |
38,750
+1,300
| +3% | +$74.4K | 1.06% | 43 |
|
|
2014
Q3 | $1.96M | Buy |
37,450
+1,400
| +4% | +$74K | 0.9% | 49 |
|
|
2014
Q2 | $2.01M | Buy |
36,050
+1,600
| +5% | +$84.4K | 0.93% | 47 |
|
|
2014
Q1 | $1.75M | Buy |
34,450
+400
| +1% | +$19.4K | 0.88% | 49 |
|
|
2013
Q4 | $1.59M | Buy |
34,050
+11,850
| +53% | +$547K | 0.88% | 47 |
|
|
2013
Q3 | $962K | Buy |
22,200
+6,900
| +45% | +$307K | 0.67% | 50 |
|
|
2013
Q2 | $685K | Buy |
+15,300
| New | +$734K | 0.5% | 60 |
|
Other funds holding AEP
VCM
VPM
Whitney & Co's AEP Position: Q1 2026 in Review
Whitney & Co increased its American Electric Power (AEP) stake by 11% in Q1 2026, buying an estimated $181K and bringing the position to 14,220 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #81.
Whitney & Co first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.53M in Q4 2017. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Whitney & Co held 14,220 shares of American Electric Power worth $1.86M as of Q1 2026.
- Whitney & Co bought 1,450 American Electric Power shares in Q1 2026, an estimated $181K.
- American Electric Power made up 0.16% of Whitney & Co's portfolio in Q1 2026, its #81 holding.
- Whitney & Co first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
- Whitney & Co's American Electric Power position peaked at $3.53M in Q4 2017.
- 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.