ACG
AEP icon

Allen Capital Group’s American Electric Power AEP Stock Holding History

Allen Capital Group’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 		$5.64M Buy
41,195
+959
+2% +$126K 0.46% 50
2026
Q1 		$5.27M Buy
40,236
+897
+2% +$112K 0.47% 50
2025
Q4 		$4.54M Buy
39,339
+312
+0.8% +$36.8K 0.42% 57
2025
Q3 		$4.39M Buy
39,027
+2,854
+8% +$312K 0.41% 59
2025
Q2 		$3.75M Buy
36,173
+2,180
+6% +$227K 0.39% 62
2025
Q1 		$3.71M Buy
33,993
+3,380
+11% +$342K 0.42% 58
2024
Q4 		$2.82M Buy
30,613
+21,388
+232% +$2.07M 0.34% 62
2024
Q3 		$946K Buy
9,225
+4,951
+116% +$483K 0.12% 108
2024
Q2 		$375K Buy
4,274
+764
+22% +$66.8K 0.05% 147
2024
Q1 		$302K Buy
+3,510
New +$285K 0.04% 164
2018
Q1 		– Sell
-2,826
Closed -$208K – 118
2017
Q4 		$208K Buy
+2,826
New +$211K 0.09% 109

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 $3.37T AUM 44.26% 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

Allen Capital Group's AEP Position: Q2 2026 in Review

Allen Capital Group increased its American Electric Power (AEP) stake by 2.4% in Q2 2026, buying an estimated $126K and bringing the position to 41,195 shares worth $5.64M. The position accounts for 0.46% of the portfolio, ranked #50.

Allen Capital Group first reported a position in AEP in Q4 2017 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Allen Capital Group held 41,195 shares of American Electric Power worth $5.64M as of Q2 2026.
  • Allen Capital Group bought 959 American Electric Power shares in Q2 2026, an estimated $126K.
  • American Electric Power made up 0.46% of Allen Capital Group's portfolio in Q2 2026, its #50 holding.
  • Allen Capital Group first reported a position in American Electric Power in Q4 2017 and has held it in 11 quarters since.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.