Bender Robert & Associates’s American Electric Power AEP Stock Holding History

Bender Robert & Associates’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 Q1	$249K	Buy	+1,900	New	+$238K	0.06%	40
2025 Q4	–	Sell	-2,050	Closed	-$231K	–	40
2025 Q3	$231K	Hold	2,050	–	–	0.05%	42
2025 Q2	$213K	Hold	2,050	–	–	0.05%	43
2025 Q1	$224K	Buy	+2,050	New	+$208K	0.06%	40
2024 Q4	–	Sell	-2,050	Closed	-$210K	–	47
2024 Q3	$210K	Buy	+2,050	New	+$200K	0.04%	39
2023 Q1	–	Sell	-2,150	Closed	-$204K	–	56
2022 Q4	$204K	Buy	+2,150	New	+$196K	0.08%	47
2022 Q3	–	Sell	-2,150	Closed	-$206K	–	55
2022 Q2	$206K	Buy	+2,150	New	+$213K	0.08%	49
2020 Q1	–	Sell	-2,320	Closed	-$219K	–	46
2019 Q4	$219K	Hold	2,320	–	–	0.1%	49
2019 Q3	$217K	Hold	2,320	–	–	0.11%	48
2019 Q2	$206K	Buy	+2,320	New	+$200K	0.1%	49

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bender Robert & Associates's AEP Position: Q1 2026 in Review

Bender Robert & Associates opened a new position in American Electric Power (AEP) in Q1 2026: 1,900 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #40 among its holdings. This is a return to the name: Bender Robert & Associates previously reported a position in AEP as recently as Q3 2025.

Bender Robert & Associates first reported a position in AEP in Q2 2019 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Bender Robert & Associates held 1,900 shares of American Electric Power worth $249K as of Q1 2026.
American Electric Power was a new Bender Robert & Associates position in Q1 2026.
American Electric Power made up 0.06% of Bender Robert & Associates's portfolio in Q1 2026, its #40 holding.
Bender Robert & Associates first reported a position in American Electric Power in Q2 2019 and has held it in 10 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.