AlTi Global’s American Electric Power AEP Stock Holding History

AlTi Global’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	$538K	Buy	3,934 +142	+4%	+$18.7K	0.01%	345
2026 Q1	$497K	Buy	3,792 +200	+6%	+$25K	0.01%	314
2025 Q4	$414K	Sell	3,592 -50,109	-93%	-$5.92M	0.01%	334
2025 Q3	$6.04M	Buy	53,701 +123	+0.2%	+$13.5K	0.14%	91
2025 Q2	$5.62M	Buy	53,578 +48	+0.1%	+$4.99K	0.14%	90
2025 Q1	$5.85M	Sell	53,530 -27,608	-34%	-$2.8M	0.15%	74
2024 Q4	$7.68M	Sell	81,138 -5,610	-6%	-$543K	0.19%	67
2024 Q3	$8.9M	Buy	86,748 +34,119	+65%	+$3.33M	0.21%	59
2024 Q2	$4.62M	Sell	52,629 -21,664	-29%	-$1.9M	0.12%	91
2024 Q1	$6.4M	Buy	+74,293	New	+$6.04M	0.18%	78

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

AlTi Global's AEP Position: Q2 2026 in Review

AlTi Global increased its American Electric Power (AEP) stake by 3.7% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,934 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #345.

AlTi Global first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.9M in Q3 2024. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

AlTi Global held 3,934 shares of American Electric Power worth $538K as of Q2 2026.
AlTi Global bought 142 American Electric Power shares in Q2 2026, an estimated $18.7K.
American Electric Power made up 0.01% of AlTi Global's portfolio in Q2 2026, its #345 holding.
AlTi Global first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
AlTi Global's American Electric Power position peaked at $8.9M in Q3 2024.
1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.