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Annis Gardner Whiting Capital Advisors’s American Electric Power AEP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$618K Sell
4,516
-10
-0.2% -$1.32K 0.09% 175
2026
Q1 		$593K Sell
4,526
-180
-4% -$22.5K 0.1% 173
2025
Q4 		$543K Buy
4,706
+828
+21% +$97.8K 0.1% 174
2025
Q3 		$436K Sell
3,878
-199
-5% -$21.8K 0.09% 181
2025
Q2 		$423K Buy
4,077
+291
+8% +$30.3K 0.15% 134
2025
Q1 		$414K Buy
3,786
+27
+0.7% +$2.73K 0.18% 117
2024
Q4 		$347K Sell
3,759
-1,350
-26% -$131K 0.1% 162
2024
Q3 		$524K Buy
5,109
+1,600
+46% +$156K 0.15% 122
2024
Q2 		$308K Buy
3,509
+128
+4% +$11.2K 0.09% 179
2024
Q1 		$291K Buy
3,381
+2,868
+559% +$233K 0.1% 152
2023
Q4 		$41.7K Buy
513
+41
+9% +$3.18K 0.02% 319
2023
Q3 		$35.5K Buy
+472
New +$38.4K 0.02% 321

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

Annis Gardner Whiting Capital Advisors's AEP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its American Electric Power (AEP) stake by 0.22% in Q2 2026, selling an estimated $1.32K and leaving 4,516 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #175.

Annis Gardner Whiting Capital Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,516 shares of American Electric Power worth $618K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 10 American Electric Power shares in Q2 2026, an estimated $1.32K.
  • American Electric Power made up 0.09% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.