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Bearing Point Capital’s American Electric Power AEP Stock Holding History

Bearing Point Capital’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 		$7.4M Buy
54,114
+1,210
+2% +$159K 1% 35
2026
Q1 		$6.93M Buy
52,904
+2,021
+4% +$253K 1.09% 38
2025
Q4 		$5.87M Buy
50,883
+5,475
+12% +$647K 0.92% 42
2025
Q3 		$5.11M Sell
45,408
-5,855
-11% -$641K 0.88% 45
2025
Q2 		$5.32M Buy
51,263
+2,047
+4% +$213K 0.98% 43
2025
Q1 		$5.38M Sell
49,216
-7,070
-13% -$716K 1.14% 33
2024
Q4 		$5.19M Buy
+56,286
New +$5.45M 1.08% 35

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 $3.38T AUM 44.17% 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

Bearing Point Capital's AEP Position: Q2 2026 in Review

Bearing Point Capital increased its American Electric Power (AEP) stake by 2.3% in Q2 2026, buying an estimated $159K and bringing the position to 54,114 shares worth $7.4M. The position accounts for 1% of the portfolio, ranked #35.

Bearing Point Capital first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bearing Point Capital held 54,114 shares of American Electric Power worth $7.4M as of Q2 2026.
  • Bearing Point Capital bought 1,210 American Electric Power shares in Q2 2026, an estimated $159K.
  • American Electric Power made up 1% of Bearing Point Capital's portfolio in Q2 2026, its #35 holding.
  • Bearing Point Capital first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.