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Alpha Cubed Investments’s American Electric Power AEP Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$74.3M Sell
644,401
-21,201
-3% -$2.5M 2.54% 14
2025
Q3 		$74.9M Buy
665,602
+6,664
+1% +$729K 2.61% 15
2025
Q2 		$68.4M Buy
658,938
+71,527
+12% +$7.44M 2.59% 14
2025
Q1 		$64.2M Buy
587,411
+41,477
+8% +$4.2M 2.86% 9
2024
Q4 		$50.4M Buy
545,934
+118,226
+28% +$11.4M 2.3% 12
2024
Q3 		$43.9M Buy
427,708
+4,276
+1% +$417K 1.95% 20
2024
Q2 		$37.2M Buy
423,432
+15,460
+4% +$1.35M 1.77% 18
2024
Q1 		$35.1M Buy
407,972
+237,586
+139% +$19.3M 1.83% 19
2023
Q4 		$13.8M Sell
170,386
-110,434
-39% -$8.57M 0.77% 39
2023
Q3 		$21.1M Buy
280,820
+3,659
+1% +$298K 1.42% 24
2023
Q2 		$23.3M Sell
277,161
-11,362
-4% -$1M 1.57% 21
2023
Q1 		$26.3M Sell
288,523
-11,907
-4% -$1.09M 1.9% 13
2022
Q4 		$28.5M Sell
300,430
-32,459
-10% -$2.95M 2.16% 9
2022
Q3 		$28.8M Sell
332,889
-14,443
-4% -$1.43M 2.25% 7
2022
Q2 		$33.3M Buy
347,332
+55,189
+19% +$5.47M 2.42% 8
2022
Q1 		$29.1M Buy
292,143
+35,180
+14% +$3.21M 1.87% 17
2021
Q4 		$22.9M Buy
256,963
+8,952
+4% +$755K 1.5% 22
2021
Q3 		$20.1M Sell
248,011
-11,021
-4% -$962K 1.51% 19
2021
Q2 		$21.9M Buy
259,032
+30,453
+13% +$2.62M 1.58% 20
2021
Q1 		$19.4M Buy
228,579
+6,847
+3% +$552K 1.5% 21
2020
Q4 		$18.5M Buy
221,732
+8,754
+4% +$760K 1.58% 20
2020
Q3 		$17.4M Sell
212,978
-1,233
-0.6% -$102K 1.66% 20
2020
Q2 		$17.1M Sell
214,211
-7,841
-4% -$640K 1.87% 16
2020
Q1 		$17.8M Buy
222,052
+12,163
+6% +$1.15M 2.14% 13
2019
Q4 		$19.8M Buy
209,889
+12,862
+7% +$1.19M 2.04% 17
2019
Q3 		$18.5M Buy
197,027
+20,734
+12% +$1.88M 2.15% 15
2019
Q2 		$15.5M Buy
+176,293
New +$15.2M 1.8% 20
2018
Q4 		– Sell
-2,890
Closed -$212K – 229
2018
Q3 		$212K Buy
+2,890
New +$206K 0.02% 288
2014
Q1 		– Sell
-7,750
Closed -$362K – 164
2013
Q4 		$362K Buy
+7,750
New +$358K 0.13% 164

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Alpha Cubed Investments's AEP Position: Q4 2025 in Review

Alpha Cubed Investments reduced its American Electric Power (AEP) stake by 3.2% in Q4 2025, selling an estimated $2.5M and leaving 644,401 shares worth $74.3M. The position accounts for 2.54% of the portfolio, ranked #14.

Alpha Cubed Investments first reported a position in AEP in Q4 2013 and has held it in 29 quarters since. The position peaked at $74.9M in Q3 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Alpha Cubed Investments held 644,401 shares of American Electric Power worth $74.3M as of Q4 2025.
  • Alpha Cubed Investments sold 21,201 American Electric Power shares in Q4 2025, an estimated $2.5M.
  • American Electric Power made up 2.54% of Alpha Cubed Investments's portfolio in Q4 2025, its #14 holding.
  • Alpha Cubed Investments first reported a position in American Electric Power in Q4 2013 and has held it in 29 quarters since.
  • Alpha Cubed Investments's American Electric Power position peaked at $74.9M in Q3 2025.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.