AEP AMERICAN ELEC PWR CO INC

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported AMERICAN ELEC PWR CO INC (AEP) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.04% in 2025 Q3. The latest visible filing shows AEP at 5.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP's position in AMERICAN ELEC PWR CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEP was reported at 5.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Slocum, Gordon & Co LLP held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 66,099 -506 -0.8% 5.90% $8.7M 2026-04-15 $134.39
2025 Q4 REDUCED 66,605 -650 -1.0% 5.56% $7.7M 2026-01-26 $117.09
2025 Q3 REDUCED 67,255 -130 -0.2% 6.04% $7.6M 2025-10-17 $115.70
2025 Q2 REDUCED 67,385 -1,775 -2.6% 5.63% $7.0M 2025-08-19 $110.90
2025 Q1 REDUCED 69,160 -855 -1.2% 5.63% $7.6M 2025-04-23 $103.56
2024 Q4 REDUCED 70,015 -1,885 -2.6% 5.31% $6.5M 2025-01-28 $95.87
2024 Q3 REDUCED 71,900 -1,667 -2.3% 2.97% $7.4M 2024-11-04 $93.43
2024 Q2 REDUCED 73,567 -335 -0.5% 4.80% $6.5M 2024-08-05 $92.27
2024 Q1 REDUCED 73,902 -1,499 -2.0% 4.72% $6.4M 2024-05-02 $82.23
2023 Q4 REDUCED 75,401 -2,399 -3.1% 5.37% $6.1M 2024-02-14 $73.43
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Slocum, Gordon & Co LLP reported owning AEP?

Slocum, Gordon & Co LLP reported AEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AEP position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for AEP was 6.04% in 2025 Q3.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 66,099 shares, equal to 5.90% of portfolio, with an estimated market value of $8.7M.

What does the chart on this AEP ownership page compare?

The chart compares Slocum, Gordon & Co LLP's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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