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Bleakley Financial Group’s American Electric Power AEP Stock Holding History

Bleakley Financial Group’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 		$3.9M Buy
28,496
+5,955
+26% +$784K 0.05% 296
2026
Q1 		$2.95M Sell
22,541
-2,741
-11% -$343K 0.05% 300
2025
Q4 		$2.92M Buy
25,282
+2,424
+11% +$286K 0.05% 284
2025
Q3 		$2.57M Buy
22,858
+443
+2% +$48.5K 0.06% 257
2025
Q2 		$2.33M Buy
22,415
+1,454
+7% +$151K 0.06% 258
2025
Q1 		$2.29M Buy
20,961
+2,432
+13% +$246K 0.07% 220
2024
Q4 		$1.71M Buy
18,529
+977
+6% +$94.6K 0.05% 281
2024
Q3 		$1.8M Sell
17,552
-341
-2% -$33.3K 0.05% 270
2024
Q2 		$1.57M Sell
17,893
-400
-2% -$35K 0.05% 314
2024
Q1 		$1.58M Buy
18,293
+1,148
+7% +$93.3K 0.05% 332
2023
Q4 		$1.39M Sell
17,145
-1,267
-7% -$98.3K 0.04% 337
2023
Q3 		$1.38M Sell
18,412
-3,287
-15% -$267K 0.05% 326
2023
Q2 		$1.83M Buy
21,699
+2,458
+13% +$217K 0.06% 288
2023
Q1 		$1.75M Buy
19,241
+3,018
+19% +$276K 0.06% 278
2022
Q4 		$1.54M Buy
+16,223
New +$1.48M 0.06% 305

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

Bleakley Financial Group's AEP Position: Q2 2026 in Review

Bleakley Financial Group increased its American Electric Power (AEP) stake by 26% in Q2 2026, buying an estimated $784K and bringing the position to 28,496 shares worth $3.9M. The position accounts for 0.05% of the portfolio, ranked #296.

Bleakley Financial Group first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bleakley Financial Group held 28,496 shares of American Electric Power worth $3.9M as of Q2 2026.
  • Bleakley Financial Group bought 5,955 American Electric Power shares in Q2 2026, an estimated $784K.
  • American Electric Power made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #296 holding.
  • Bleakley Financial Group first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.