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Barrett & Company’s American Electric Power AEP Stock Holding History

Barrett & Company’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 		$80.1K Buy
585
+1
+0.2% +$132 0.02% 270
2026
Q1 		$76.6K Hold
584
– – 0.03% 245
2025
Q4 		$67.3K Buy
584
+1
+0.2% +$118 0.02% 258
2025
Q3 		$65.6K Buy
583
+1
+0.2% +$109 0.02% 264
2025
Q2 		$60.4K Buy
582
+76
+15% +$7.91K 0.02% 273
2025
Q1 		$55.3K Buy
506
+1
+0.2% +$101 0.02% 255
2024
Q4 		$46.6K Buy
505
+1
+0.2% +$97 0.02% 281
2024
Q3 		$51.7K Buy
504
+1
+0.2% +$98 0.02% 256
2024
Q2 		$44.1K Buy
503
+5
+1% +$437 0.02% 277
2024
Q1 		$42.9K Buy
498
+1
+0.2% +$81 0.02% 293
2023
Q4 		$40.4K Buy
497
+1
+0.2% +$78 0.02% 276
2023
Q3 		$37.3K Buy
496
+100
+25% +$8.14K 0.02% 272
2023
Q2 		$33.3K Hold
396
– – 0.02% 288
2023
Q1 		$36K Hold
396
– – 0.02% 266
2022
Q4 		$36.7K Hold
396
– – 0.02% 255
2022
Q3 		$36.7K Buy
+396
New +$39.2K 0.02% 255

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

Barrett & Company's AEP Position: Q2 2026 in Review

Barrett & Company increased its American Electric Power (AEP) stake by 0.17% in Q2 2026, buying an estimated $132 and bringing the position to 585 shares worth $80.1K. The position accounts for 0.02% of the portfolio, ranked #270.

Barrett & Company first reported a position in AEP in Q3 2022 and has held it in 16 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Barrett & Company held 585 shares of American Electric Power worth $80.1K as of Q2 2026.
  • Barrett & Company bought 1 American Electric Power share in Q2 2026, an estimated $132.
  • American Electric Power made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #270 holding.
  • Barrett & Company first reported a position in American Electric Power in Q3 2022 and has held it in 16 quarters since.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.