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Bailard’s American Electric Power AEP Stock Holding History

Bailard’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 		$214K Buy
+1,566
New +$206K ﹤0.01% 721
2025
Q4 		– Sell
-7,981
Closed -$898K – 749
2025
Q3 		$898K Buy
7,981
+17
+0.2% +$1.86K 0.02% 342
2025
Q2 		$826K Sell
7,964
-211
-3% -$22K 0.02% 355
2025
Q1 		$893K Sell
8,175
-86
-1% -$8.71K 0.02% 329
2024
Q4 		$762K Buy
8,261
+15
+0.2% +$1.45K 0.02% 349
2024
Q3 		$846K Hold
8,246
– – 0.02% 332
2024
Q2 		$724K Sell
8,246
-65
-0.8% -$5.69K 0.02% 358
2024
Q1 		$716K Sell
8,311
-122
-1% -$9.92K 0.02% 374
2023
Q4 		$685K Buy
+8,433
New +$655K 0.02% 373
2022
Q2 		– Sell
-2,117
Closed -$211K – 683
2022
Q1 		$211K Buy
+2,117
New +$193K 0.01% 661
2021
Q2 		– Sell
-2,820
Closed -$239K – 702
2021
Q1 		$239K Hold
2,820
– – 0.01% 600
2020
Q4 		$235K Sell
2,820
-78
-3% -$6.77K 0.01% 506
2020
Q3 		$237K Sell
2,898
-10,044
-78% -$827K 0.01% 428
2020
Q2 		$1.03M Buy
12,942
+9,622
+290% +$785K 0.06% 192
2020
Q1 		$266K Buy
+3,320
New +$314K 0.02% 349
2016
Q4 		– Sell
-4,305
Closed -$276K – 303
2016
Q3 		$276K Buy
+4,305
New +$290K 0.03% 266

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

Bailard's AEP Position: Q2 2026 in Review

Bailard opened a new position in American Electric Power (AEP) in Q2 2026: 1,566 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Bailard previously reported a position in AEP as recently as Q3 2025.

Bailard first reported a position in AEP in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.03M in Q2 2020. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bailard held 1,566 shares of American Electric Power worth $214K as of Q2 2026.
  • American Electric Power was a new Bailard position in Q2 2026.
  • American Electric Power made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #721 holding.
  • Bailard first reported a position in American Electric Power in Q3 2016 and has held it in 16 quarters since.
  • Bailard's American Electric Power position peaked at $1.03M in Q2 2020.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.