Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
AEP holding history
American Electric Power Co Inc in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AEP overviewAll 13F holders of AEPFull Q2 2026 holdings
- Shares (Q2 2026)
- 31,251
- Value
- $4.28M
- % of portfolio
- 0.2%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,251 | $4.28M | 0.2% | +778+2.6% | Added | Holders |
| Q1 2026 | 30,473 | $3.99M | 0.2% | +969+3.3% | Added | Holders |
| Q4 2025 | 29,504 | $3.40M | 0.2% | +373+1.3% | Added | Holders |
| Q3 2025 | 29,131 | $3.28M | 0.2% | −17−0.1% | Reduced | Holders |
| Q2 2025 | 29,148 | $3.02M | 0.2% | +888+3.1% | Added | Holders |
| Q1 2025 | 28,260 | $3.09M | 0.2% | +1,455+5.4% | Added | Holders |
| Q4 2024 | 26,805 | $2.47M | 0.2% | +43+0.2% | Added | Holders |
| Q3 2024 | 26,762 | $2.75M | 0.2% | +772+3.0% | Added | Holders |
| Q2 2024 | 25,990 | $2.28M | 0.2% | +142+0.5% | Added | Holders |
| Q1 2024 | 25,848 | $2.23M | 0.2% | −2,916−10.1% | Reduced | Holders |
| Q4 2023 | 28,764 | $2.34M | 0.2% | −1,852−6.0% | Reduced | Holders |
| Q3 2023 | 30,616 | $2.30M | 0.2% | −588−1.9% | Reduced | Holders |
| Q2 2023 | 31,204 | $2.63M | 0.2% | +21+0.1% | Added | Holders |
| Q1 2023 | 31,183 | $2.84M | 0.2% | +31,183 | New | Holders |