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Aureus Asset Management’s American Electric Power AEP Stock Holding History

Aureus Asset 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
Q1 		$478K Sell
3,643
-116
-3% -$14.5K 0.03% 154
2025
Q4 		$433K Sell
3,759
-31
-0.8% -$3.66K 0.03% 136
2025
Q3 		$426K Hold
3,790
– – 0.03% 139
2025
Q2 		$393K Buy
3,790
+14
+0.4% +$1.46K 0.03% 143
2025
Q1 		$413K Buy
3,776
+52
+1% +$5.27K 0.03% 135
2024
Q4 		$343K Hold
3,724
– – 0.02% 151
2024
Q3 		$382K Hold
3,724
– – 0.03% 144
2024
Q2 		$327K Sell
3,724
-317
-8% -$27.7K 0.02% 149
2024
Q1 		$348K Sell
4,041
-77
-2% -$6.26K 0.02% 143
2023
Q4 		$334K Sell
4,118
-73
-2% -$5.67K 0.02% 142
2023
Q3 		$315K Sell
4,191
-645
-13% -$52.5K 0.03% 148
2023
Q2 		$407K Buy
4,836
+2
+0% +$177 0.03% 132
2023
Q1 		$440K Buy
4,834
+209
+5% +$19.1K 0.03% 123
2022
Q4 		$439K Sell
4,625
-195
-4% -$17.8K 0.04% 127
2022
Q3 		$417K Buy
4,820
+2
+0% +$198 0.04% 124
2022
Q2 		$462K Buy
4,818
+541
+13% +$53.6K 0.04% 129
2022
Q1 		$427K Buy
4,277
+245
+6% +$22.4K 0.03% 157
2021
Q4 		$359K Buy
4,032
+31
+0.8% +$2.62K 0.02% 154
2021
Q3 		$325K Buy
4,001
+493
+14% +$43K 0.02% 159
2021
Q2 		$297K Buy
3,508
+221
+7% +$19K 0.02% 180
2021
Q1 		$278K Buy
+3,287
New +$265K 0.02% 149

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Aureus Asset Management's AEP Position: Q1 2026 in Review

Aureus Asset Management reduced its American Electric Power (AEP) stake by 3.1% in Q1 2026, selling an estimated $14.5K and leaving 3,643 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #154.

Aureus Asset Management first reported a position in AEP in Q1 2021 and has held it in 21 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Aureus Asset Management held 3,643 shares of American Electric Power worth $478K as of Q1 2026.
  • Aureus Asset Management sold 116 American Electric Power shares in Q1 2026, an estimated $14.5K.
  • American Electric Power made up 0.03% of Aureus Asset Management's portfolio in Q1 2026, its #154 holding.
  • Aureus Asset Management first reported a position in American Electric Power in Q1 2021 and has held it in 21 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.