Berkshire Asset Management’s American Electric Power AEP Stock Holding History

Berkshire 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 Q1	$2.69M	Buy	20,552 +211	+1%	+$26.4K	0.12%	88
2025 Q4	$2.35M	Sell	20,341 -231	-1%	-$27.3K	0.1%	96
2025 Q3	$2.31M	Buy	20,572 +323	+2%	+$35.3K	0.1%	105
2025 Q2	$2.1M	Sell	20,249 -281	-1%	-$29.2K	0.1%	106
2025 Q1	$2.16M	Sell	20,530 -4,393	-18%	-$445K	0.1%	103
2024 Q4	$2.45M	Sell	24,923 -3,612	-13%	-$350K	0.12%	95
2024 Q3	$2.5M	Hold	28,535	–	–	0.13%	87
2024 Q2	$2.5M	Sell	28,535 -262	-0.9%	-$22.9K	0.12%	88
2024 Q1	$2.48M	Sell	28,797 -717	-2%	-$58.3K	0.13%	81
2023 Q4	$2.4M	Buy	29,514 +518	+2%	+$40.2K	0.14%	77
2023 Q3	$2.18M	Buy	28,996 +1,137	+4%	+$92.5K	0.14%	78
2023 Q2	$2.35M	Buy	27,859 +1,042	+4%	+$92K	0.14%	77
2023 Q1	$2.44M	Buy	26,817 +395	+1%	+$36.1K	0.15%	69
2022 Q4	$2.51M	Buy	26,422 +87	+0.3%	+$7.92K	0.16%	68
2022 Q3	$2.28M	Sell	26,335 -786	-3%	-$77.7K	0.16%	72
2022 Q2	$2.6M	Sell	27,121 -421	-2%	-$41.7K	0.17%	69
2022 Q1	$2.75M	Buy	27,542 +555	+2%	+$50.7K	0.17%	64
2021 Q4	$2.4M	Buy	26,987 +164	+0.6%	+$13.8K	0.15%	76
2021 Q3	$2.18M	Buy	26,823 +1,711	+7%	+$149K	0.15%	79
2021 Q2	$2.12M	Sell	25,112 -760	-3%	-$65.4K	0.14%	81
2021 Q1	$2.19M	Buy	25,872 +792	+3%	+$63.8K	0.16%	75
2020 Q4	$2.09M	Buy	25,080 +190	+0.8%	+$16.5K	0.16%	76
2020 Q3	$2.03M	Sell	24,890 -1,249	-5%	-$103K	0.2%	58
2020 Q2	$2.08M	Sell	26,139 -762	-3%	-$62.2K	0.19%	58
2020 Q1	$2.15M	Buy	26,901 +47	+0.2%	+$4.44K	0.22%	63
2019 Q4	$2.54M	Sell	26,854 -3,238	-11%	-$299K	0.22%	62
2019 Q3	$2.82M	Sell	30,092 -2,548	-8%	-$231K	0.24%	62
2019 Q2	$2.87M	Sell	32,640 -1,176	-3%	-$101K	0.24%	68
2019 Q1	$2.83M	Buy	33,816 +1,096	+3%	+$87.2K	0.24%	70
2018 Q4	$2.45M	Buy	32,720 +1,023	+3%	+$76.8K	0.23%	73
2018 Q3	$2.25M	Buy	31,697 +1,703	+6%	+$121K	0.19%	78
2018 Q2	$2.08M	Hold	29,994	–	–	0.19%	76
2018 Q1	$2.06M	Buy	29,994 +2,210	+8%	+$149K	0.2%	78
2017 Q4	$2.04M	Buy	27,784 +1,950	+8%	+$146K	0.2%	78
2017 Q3	$1.81M	Buy	25,834 +67	+0.3%	+$4.77K	0.2%	75
2017 Q2	$1.79M	Buy	25,767 +596	+2%	+$41.4K	0.2%	78
2017 Q1	$1.69M	Sell	25,171 -591	-2%	-$38.3K	0.2%	79
2016 Q4	$1.62M	Buy	25,762 +8,922	+53%	+$550K	0.21%	72
2016 Q3	$1.08M	Sell	16,840 -1,047	-6%	-$70.4K	0.16%	90
2016 Q2	$1.25M	Sell	17,887 -1,939	-10%	-$127K	0.19%	82
2016 Q1	$1.32M	Sell	19,826 -1,790	-8%	-$111K	0.2%	79
2015 Q4	$1.26M	Buy	21,616 +1,184	+6%	+$67.1K	0.21%	76
2015 Q3	$1.16M	Sell	20,432 -4,835	-19%	-$268K	0.21%	78
2015 Q2	$1.34M	Buy	25,267 +1,180	+5%	+$65.3K	0.22%	76
2015 Q1	$1.35M	Sell	24,087 -3,390	-12%	-$201K	0.23%	75
2014 Q4	$1.67M	Sell	27,477 -12,840	-32%	-$735K	0.29%	69
2014 Q3	$2.1M	Buy	40,317 +1,475	+4%	+$78K	0.39%	62
2014 Q2	$2.17M	Sell	38,842 -1,870	-5%	-$98.6K	0.4%	61
2014 Q1	$2.06M	Sell	40,712 -5,789	-12%	-$281K	0.4%	59
2013 Q4	$2.17M	Sell	46,501 -730	-2%	-$33.7K	0.41%	59
2013 Q3	$2.05M	Buy	47,231 +6,375	+16%	+$284K	0.49%	55
2013 Q2	$1.83M	Buy	+40,856	New	+$1.96M	0.51%	54

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

Berkshire Asset Management's AEP Position: Q1 2026 in Review

Berkshire Asset Management increased its American Electric Power (AEP) stake by 1% in Q1 2026, buying an estimated $26.4K and bringing the position to 20,552 shares worth $2.69M. The position accounts for 0.12% of the portfolio, ranked #88.

Berkshire Asset Management first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.87M in Q2 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Berkshire Asset Management held 20,552 shares of American Electric Power worth $2.69M as of Q1 2026.
Berkshire Asset Management bought 211 American Electric Power shares in Q1 2026, an estimated $26.4K.
American Electric Power made up 0.12% of Berkshire Asset Management's portfolio in Q1 2026, its #88 holding.
Berkshire Asset Management first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
Berkshire Asset Management's American Electric Power position peaked at $2.87M in Q2 2019.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.