Advisory Research’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
Q2
$20.1M Buy
146,846
+5,761
+4% +$759K 2% 16
2026
Q1
$18.5M Buy
141,085
+4,770
+3% +$597K 2.27% 16
2025
Q4
$15.7M Buy
136,315
+2,666
+2% +$315K 1.98% 20
2025
Q3
$15M Buy
133,649
+19,932
+18% +$2.18M 1.97% 18
2025
Q2
$11.8M Buy
113,717
+15,508
+16% +$1.61M 1.81% 18
2025
Q1
$10.7M Sell
98,209
-7,995
-8% -$810K 1.89% 17
2024
Q4
$9.8M Sell
106,204
-868
-0.8% -$84K 1.63% 20
2024
Q3
$11M Buy
107,072
+18,838
+21% +$1.84M 1.95% 17
2024
Q2
$7.74M Buy
+88,234
New +$7.72M 1.46% 25
2023
Q3
Sell
-2,996
Closed -$252K 426
2023
Q2
$252K Buy
+2,996
New +$265K 0.03% 410
2014
Q2
Sell
-1,370
Closed -$69K 332
2014
Q1
$69K Buy
+1,370
New +$66.6K ﹤0.01% 543

Other funds holding AEP

Advisory Research's AEP Position: Q2 2026 in Review

Advisory Research increased its American Electric Power (AEP) stake by 4.1% in Q2 2026, buying an estimated $759K and bringing the position to 146,846 shares worth $20.1M. The position accounts for 2% of the portfolio, ranked #16.

Advisory Research first reported a position in AEP in Q1 2014 and has held it in 11 quarters since. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advisory Research held 146,846 shares of American Electric Power worth $20.1M as of Q2 2026.
  • Advisory Research bought 5,761 American Electric Power shares in Q2 2026, an estimated $759K.
  • American Electric Power made up 2% of Advisory Research's portfolio in Q2 2026, its #16 holding.
  • Advisory Research first reported a position in American Electric Power in Q1 2014 and has held it in 11 quarters since.
  • 1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.