3Chopt Investment Partners’s American Electric Power AEP Stock Holding History

3Chopt Investment Partners’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$440K	Sell	3,360 -232	-6%	-$29K	0.1%	148
2025 Q4	$414K	Buy	3,592 +33	+0.9%	+$3.9K	0.09%	156
2025 Q3	$400K	Sell	3,559 -30	-0.8%	-$3.28K	0.09%	159
2025 Q2	$372K	Sell	3,589 -28	-0.8%	-$2.91K	0.09%	166
2025 Q1	$395K	Buy	+3,617	New	+$366K	0.1%	149
2024 Q3	–	Sell	-2,319	Closed	-$203K	–	76
2024 Q2	$203K	Buy	+2,319	New	+$203K	0.06%	181
2023 Q1	–	Sell	-1,000	Closed	-$95K	–	144
2022 Q4	$95K	Buy	+1,000	New	+$91K	0.05%	164

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

3Chopt Investment Partners's AEP Position: Q1 2026 in Review

3Chopt Investment Partners reduced its American Electric Power (AEP) stake by 6.5% in Q1 2026, selling an estimated $29K and leaving 3,360 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #148.

3Chopt Investment Partners first reported a position in AEP in Q4 2022 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

3Chopt Investment Partners held 3,360 shares of American Electric Power worth $440K as of Q1 2026.
3Chopt Investment Partners sold 232 American Electric Power shares in Q1 2026, an estimated $29K.
American Electric Power made up 0.1% of 3Chopt Investment Partners's portfolio in Q1 2026, its #148 holding.
3Chopt Investment Partners first reported a position in American Electric Power in Q4 2022 and has held it in 7 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.