Alerus Financial’s American Electric Power AEP Stock Holding History

Alerus Financial’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 Q2	$22.2K	Buy	162 +76	+88%	+$10K	﹤0.01%	342
2026 Q1	$11.3K	Hold	86	–	–	﹤0.01%	373
2025 Q4	$9.92K	Hold	86	–	–	﹤0.01%	349
2025 Q3	$9.68K	Hold	86	–	–	﹤0.01%	384
2025 Q2	$8.92K	Buy	+86	New	+$8.95K	﹤0.01%	376
2021 Q2	–	Sell	-31,853	Closed	-$2.7M	–	191
2021 Q1	$2.7M	Buy	31,853 +1,151	+4%	+$92.8K	0.28%	84
2020 Q4	$2.56M	Buy	30,702 +647	+2%	+$56.1K	0.26%	96
2020 Q3	$2.46M	Sell	30,055 -675	-2%	-$55.6K	0.28%	92
2020 Q2	$2.45M	Sell	30,730 -2,797	-8%	-$228K	0.29%	86
2020 Q1	$2.68M	Buy	33,527 +3,167	+10%	+$299K	0.37%	72
2019 Q4	$2.87M	Buy	30,360 +10,151	+50%	+$938K	0.33%	78
2019 Q3	$1.89M	Buy	+20,209	New	+$1.84M	0.24%	90

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alerus Financial's AEP Position: Q2 2026 in Review

Alerus Financial increased its American Electric Power (AEP) stake by 88% in Q2 2026, buying an estimated $10K and bringing the position to 162 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Alerus Financial first reported a position in AEP in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.87M in Q4 2019. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Alerus Financial held 162 shares of American Electric Power worth $22.2K as of Q2 2026.
Alerus Financial bought 76 American Electric Power shares in Q2 2026, an estimated $10K.
American Electric Power made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #342 holding.
Alerus Financial first reported a position in American Electric Power in Q3 2019 and has held it in 12 quarters since.
Alerus Financial's American Electric Power position peaked at $2.87M in Q4 2019.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.