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Brinker Capital Investments’s American Electric Power AEP Stock Holding History

Brinker Capital Investments’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 		$6.35M Sell
46,407
-1,000
-2% -$132K 0.05% 328
2026
Q1 		$6.21M Sell
47,407
-6,977
-13% -$873K 0.05% 319
2025
Q4 		$6.27M Sell
54,384
-587
-1% -$69.3K 0.05% 350
2025
Q3 		$6.18M Buy
54,971
+3,065
+6% +$335K 0.05% 355
2025
Q2 		$5.39M Buy
51,906
+2,621
+5% +$273K 0.05% 368
2025
Q1 		$5.39M Buy
49,285
+2,312
+5% +$234K 0.05% 331
2024
Q4 		$4.33M Buy
46,973
+2,129
+5% +$206K 0.04% 372
2024
Q3 		$4.6M Sell
44,844
-2,670
-6% -$261K 0.05% 354
2024
Q2 		$4.17M Sell
47,514
-22
-0% -$1.93K 0.04% 361
2024
Q1 		$4.09M Sell
47,536
-3,074
-6% -$250K 0.04% 376
2023
Q4 		$4.28M Sell
50,610
-2,284
-4% -$177K 0.05% 340
2023
Q3 		$3.98M Sell
52,894
-1,914
-3% -$156K 0.05% 353
2023
Q2 		$4.61M Buy
54,808
+17,837
+48% +$1.58M 0.05% 349
2023
Q1 		$3.36M Buy
36,971
+17,173
+87% +$1.57M 0.04% 384
2022
Q4 		$1.88M Sell
19,798
-343
-2% -$31.2K 0.04% 504
2022
Q3 		$1.74M Sell
20,141
-454
-2% -$44.9K 0.04% 505
2022
Q2 		$1.98M Sell
20,595
-1,304
-6% -$129K 0.04% 480
2022
Q1 		$2.19M Sell
21,899
-6,502
-23% -$594K 0.03% 498
2021
Q4 		$2.53M Buy
28,401
+1,758
+7% +$148K 0.04% 481
2021
Q3 		$2.25M Hold
26,643
– – 0.04% 519
2021
Q2 		$2.25M Sell
26,643
-9,925
-27% -$855K 0.03% 572
2021
Q1 		$3.1M Sell
36,568
-73,965
-67% -$5.96M 0.05% 380
2020
Q4 		$9.2M Buy
110,533
+107,438
+3,471% +$9.32M 0.14% 161
2020
Q3 		$253K Buy
+3,095
New +$255K ﹤0.01% 1052
2018
Q3 		– Sell
-120
Closed -$8K – 619
2018
Q2 		$8K Buy
+120
New +$8.08K ﹤0.01% 502
2016
Q1 		– Sell
-1
Closed – – 402
2015
Q4 		$0 Buy
+1
New +$57 ﹤0.01% 570

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

Brinker Capital Investments's AEP Position: Q2 2026 in Review

Brinker Capital Investments reduced its American Electric Power (AEP) stake by 2.1% in Q2 2026, selling an estimated $132K and leaving 46,407 shares worth $6.35M. The position accounts for 0.05% of the portfolio, ranked #328.

Brinker Capital Investments first reported a position in AEP in Q4 2015 and has held it in 26 quarters since. The position peaked at $9.2M in Q4 2020. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Brinker Capital Investments held 46,407 shares of American Electric Power worth $6.35M as of Q2 2026.
  • Brinker Capital Investments sold 1,000 American Electric Power shares in Q2 2026, an estimated $132K.
  • American Electric Power made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #328 holding.
  • Brinker Capital Investments first reported a position in American Electric Power in Q4 2015 and has held it in 26 quarters since.
  • Brinker Capital Investments's American Electric Power position peaked at $9.2M in Q4 2020.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.