Bank of Montreal
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Bank of Montreal’s American Electric Power AEP Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-125,000
Closed -$13M – 3506
2025
Q2 		$13M Hold
125,000
– – 0.01% 883
2025
Q1 		$13.7M Buy
+125,000
New +$12.7M 0.01% 829
2024
Q2 		– Sell
-53,400
Closed -$4.53M – 3822
2024
Q1 		$4.53M Buy
+53,400
New +$4.34M ﹤0.01% 1269
2015
Q4 		– Sell
-4,600
Closed -$262K – 4194
2015
Q3 		$262K Hold
4,600
– – ﹤0.01% 2138
2015
Q2 		$244K Buy
+4,600
New +$255K ﹤0.01% 2318
2015
Q1 		– Sell
-2,530
Closed -$154K – 3955
2014
Q4 		$154K Sell
2,530
-5,290
-68% -$303K ﹤0.01% 2578
2014
Q3 		$408K Buy
+7,820
New +$413K ﹤0.01% 2172
2014
Q2 		– Sell
-3,450
Closed -$175K – 4654
2014
Q1 		$175K Sell
3,450
-14,628
-81% -$711K ﹤0.01% 2556
2013
Q4 		$845K Buy
18,078
+3,450
+24% +$159K ﹤0.01% 1543
2013
Q3 		$634K Hold
14,628
– – ﹤0.01% 1688
2013
Q2 		$655K Buy
+14,628
New +$702K ﹤0.01% 1598

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of Montreal's AEP Position: Q2 2026 in Review

Bank of Montreal reduced its American Electric Power (AEP) stake by 2.1% in Q2 2026, selling an estimated $5.39M and leaving 1,948,767 shares worth $267M. The position accounts for 0.09% of the portfolio, ranked #179.

Bank of Montreal first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $398M in Q3 2017. 1,525 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bank of Montreal held 1,948,767 shares of American Electric Power worth $267M as of Q2 2026.
  • Bank of Montreal sold 40,934 American Electric Power shares in Q2 2026, an estimated $5.39M.
  • American Electric Power made up 0.09% of Bank of Montreal's portfolio in Q2 2026, its #179 holding.
  • Bank of Montreal first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's American Electric Power position peaked at $398M in Q3 2017.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.