AEP AMERICAN ELEC PWR CO INC

Ownership history in McCarthy & Cox  ·  7 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in AMERICAN ELEC PWR CO INC (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q1)
Avg. % of fund
0.1%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,891 -93 -3.1% 0.07% $325K $110.74
2025 Q2 ADDED 2,984 +112 +3.9% 0.08% $310K $101.31
2025 Q1 REDUCED 2,872 -40 -1.4% 0.14% $314K $105.74
2024 Q4 ADDED 2,912 +9 +0.3% 0.09% $269K $88.42
2024 Q3 REDUCED 2,903 -220 -7.0% 0.11% $298K $97.42
2024 Q2 ADDED 3,123 +248 +8.6% 0.11% $274K $82.56
2024 Q1 INITIATED 2,875 0.09% $248K
% of Fund (quarterly)    AEP price (monthly, adj. close)
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