Blue Fin Capital’s American Electric Power AEP Stock Holding History

Blue Fin 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	$314K	Hold	2,298	–	–	0.05%	137
2026 Q1	$301K	Hold	2,298	–	–	0.05%	133
2025 Q4	$265K	Hold	2,298	–	–	0.04%	139
2025 Q3	$259K	Sell	2,298 -116	-5%	-$12.7K	0.04%	136
2025 Q2	$250K	Buy	2,414 +300	+14%	+$31.2K	0.04%	133
2025 Q1	$231K	Buy	+2,114	New	+$214K	0.04%	129
2024 Q4	–	Sell	-2,114	Closed	-$217K	–	138
2024 Q3	$217K	Buy	+2,114	New	+$206K	0.04%	137
2023 Q1	–	Sell	-2,114	Closed	-$201K	–	130
2022 Q4	$201K	Buy	+2,114	New	+$192K	0.07%	128
2022 Q3	–	Sell	-2,220	Closed	-$212K	–	126
2022 Q2	$212K	Hold	2,220	–	–	0.08%	126
2022 Q1	$221K	Buy	+2,220	New	+$203K	0.06%	128
2021 Q3	–	Sell	-2,691	Closed	-$227K	–	128
2021 Q2	$227K	Sell	2,691 -350	-12%	-$30.1K	0.07%	120
2021 Q1	$257K	Hold	3,041	–	–	0.09%	112
2020 Q4	$253K	Hold	3,041	–	–	0.09%	104
2020 Q3	$248K	Hold	3,041	–	–	0.1%	104
2020 Q2	$242K	Hold	3,041	–	–	0.11%	104
2020 Q1	$243K	Sell	3,041 -500	-14%	-$47.3K	0.13%	101
2019 Q4	$334K	Hold	3,541	–	–	0.16%	107
2019 Q3	$331K	Sell	3,541 -175	-5%	-$15.9K	0.17%	103
2019 Q2	$327K	Hold	3,716	–	–	0.17%	107
2019 Q1	$311K	Sell	3,716 -829	-18%	-$65.9K	0.16%	109
2018 Q4	$339K	Sell	4,545 -250	-5%	-$18.8K	0.2%	103
2018 Q3	$340K	Sell	4,795 -100	-2%	-$7.12K	0.17%	101
2018 Q2	$338K	Hold	4,895	–	–	0.18%	100
2018 Q1	$335K	Hold	4,895	–	–	0.19%	97
2017 Q4	$360K	Buy	4,895 +170	+4%	+$12.7K	0.21%	100
2017 Q3	$331K	Hold	4,725	–	–	0.2%	106
2017 Q2	$328K	Sell	4,725 -170	-3%	-$11.8K	0.21%	105
2017 Q1	$329K	Hold	4,895	–	–	0.2%	107
2016 Q4	$308K	Buy	+4,895	New	+$302K	0.2%	107
2016 Q3	–	Sell	-3,015	Closed	-$211K	–	119
2016 Q2	$211K	Buy	+3,015	New	+$197K	0.18%	114
2016 Q1	–	Sell	-4,565	Closed	-$266K	–	115
2015 Q4	$266K	Sell	4,565 -175	-4%	-$9.92K	0.2%	105
2015 Q3	$270K	Hold	4,740	–	–	0.21%	106
2015 Q2	$251K	Buy	4,740 +150	+3%	+$8.3K	0.18%	121
2015 Q1	$258K	Buy	4,590 +150	+3%	+$8.9K	0.19%	121
2014 Q4	$270K	Buy	+4,440	New	+$254K	0.2%	112

Other funds holding AEP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Blue Fin Capital's AEP Position: Q2 2026 in Review

Blue Fin Capital held its American Electric Power (AEP) position steady in Q2 2026 at 2,298 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #137.

Blue Fin Capital first reported a position in AEP in Q4 2014 and has held it in 35 quarters since. The position peaked at $360K in Q4 2017. 1,026 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Blue Fin Capital held 2,298 shares of American Electric Power worth $314K as of Q2 2026.
Blue Fin Capital left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.05% of Blue Fin Capital's portfolio in Q2 2026, its #137 holding.
Blue Fin Capital first reported a position in American Electric Power in Q4 2014 and has held it in 35 quarters since.
Blue Fin Capital's American Electric Power position peaked at $360K in Q4 2017.
1,026 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.