Baker Avenue Asset Management’s American Electric Power AEP Stock Holding History

Baker Avenue 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 Q2	$457K	Buy	3,338 +304	+10%	+$40K	0.01%	539
2026 Q1	$398K	Buy	3,034 +169	+6%	+$21.1K	0.01%	505
2025 Q4	$330K	Sell	2,865 -423	-13%	-$50K	0.01%	477
2025 Q3	$370K	Buy	3,288 +579	+21%	+$63.4K	0.01%	424
2025 Q2	$281K	Buy	2,709 +452	+20%	+$47K	0.01%	403
2025 Q1	$247K	Buy	+2,257	New	+$229K	0.01%	395
2023 Q4	–	Sell	-11	Closed	-$847	–	389
2023 Q3	$847	Sell	11 -19	-63%	-$1.55K	﹤0.01%	1322
2023 Q2	$2.53K	Sell	30 -753	-96%	-$66.5K	﹤0.01%	942
2023 Q1	$71.2K	Buy	783 +725	+1,250%	+$66.3K	﹤0.01%	477
2022 Q4	$5.46K	Buy	+58	New	+$5.28K	﹤0.01%	802

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

Baker Avenue Asset Management's AEP Position: Q2 2026 in Review

Baker Avenue Asset Management increased its American Electric Power (AEP) stake by 10% in Q2 2026, buying an estimated $40K and bringing the position to 3,338 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #539.

Baker Avenue Asset Management first reported a position in AEP in Q4 2022 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Baker Avenue Asset Management held 3,338 shares of American Electric Power worth $457K as of Q2 2026.
Baker Avenue Asset Management bought 304 American Electric Power shares in Q2 2026, an estimated $40K.
American Electric Power made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #539 holding.
Baker Avenue Asset Management first reported a position in American Electric Power in Q4 2022 and has held it in 10 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.