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Alhambra Investment Management’s American Electric Power AEP Stock Holding History

Alhambra Investment Management’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 		$409K Sell
2,986
-359
-11% -$47.3K 0.18% 112
2026
Q1 		$438K Sell
3,345
-109
-3% -$13.6K 0.2% 103
2025
Q4 		$398K Hold
3,454
– – 0.19% 113
2025
Q3 		$389K Sell
3,454
-85
-2% -$9.3K 0.18% 113
2025
Q2 		$367K Buy
3,539
+124
+4% +$12.9K 0.18% 117
2025
Q1 		$373K Buy
3,415
+4
+0.1% +$405 0.19% 113
2024
Q4 		$315K Buy
3,411
+200
+6% +$19.4K 0.16% 128
2024
Q3 		$329K Buy
3,211
+18
+0.6% +$1.76K 0.17% 129
2024
Q2 		$280K Buy
+3,193
New +$279K 0.15% 137
2023
Q2 		– Sell
-2,270
Closed -$207K – 148
2023
Q1 		$207K Hold
2,270
– – 0.14% 134
2022
Q4 		$216K Buy
+2,270
New +$207K 0.16% 133
2022
Q3 		– Sell
-2,326
Closed -$223K – 138
2022
Q2 		$223K Hold
2,326
– – 0.16% 133
2022
Q1 		$232K Hold
2,326
– – 0.15% 139
2021
Q4 		$207K Buy
+2,326
New +$196K 0.14% 148
2020
Q1 		– Sell
-2,536
Closed -$240K – 87
2019
Q4 		$240K Buy
+2,536
New +$234K 0.28% 103

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alhambra Investment Management's AEP Position: Q2 2026 in Review

Alhambra Investment Management reduced its American Electric Power (AEP) stake by 11% in Q2 2026, selling an estimated $47.3K and leaving 2,986 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #112.

Alhambra Investment Management first reported a position in AEP in Q4 2019 and has held it in 15 quarters since. The position peaked at $438K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Alhambra Investment Management held 2,986 shares of American Electric Power worth $409K as of Q2 2026.
  • Alhambra Investment Management sold 359 American Electric Power shares in Q2 2026, an estimated $47.3K.
  • American Electric Power made up 0.18% of Alhambra Investment Management's portfolio in Q2 2026, its #112 holding.
  • Alhambra Investment Management first reported a position in American Electric Power in Q4 2019 and has held it in 15 quarters since.
  • Alhambra Investment Management's American Electric Power position peaked at $438K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.