Cerity Partners
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Cerity Partners’s American Electric Power AEP Stock Holding History

Cerity Partners’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 		$26.1M Sell
190,823
-65,561
-26% -$8.64M 0.03% 406
2026
Q1 		$33.6M Buy
256,384
+58,303
+29% +$7.29M 0.05% 319
2025
Q4 		$22.8M Buy
198,081
+13,093
+7% +$1.55M 0.03% 387
2025
Q3 		$20.8M Buy
184,988
+69,175
+60% +$7.57M 0.03% 375
2025
Q2 		$12M Buy
115,813
+12,336
+12% +$1.28M 0.02% 475
2025
Q1 		$11.3M Buy
103,477
+7,876
+8% +$798K 0.02% 459
2024
Q4 		$9M Buy
95,601
+4,497
+5% +$435K 0.02% 517
2024
Q3 		$9.35M Buy
91,104
+17,438
+24% +$1.7M 0.02% 501
2024
Q2 		$6.46M Sell
73,666
-85,867
-54% -$7.51M 0.02% 533
2024
Q1 		$13.7M Buy
159,533
+119,087
+294% +$9.68M 0.04% 377
2023
Q4 		$3.28M Buy
40,446
+10,842
+37% +$842K 0.01% 639
2023
Q3 		$2.23M Sell
29,604
-8,190
-22% -$666K 0.01% 559
2023
Q2 		$3.18M Buy
37,794
+7,879
+26% +$696K 0.01% 609
2023
Q1 		$5.38M Buy
29,915
+13,072
+78% +$1.2M 0.01% 479
2022
Q4 		$1.6M Buy
16,843
+1,305
+8% +$119K 0.01% 571
2022
Q3 		$1.34M Sell
15,538
-1,197
-7% -$118K 0.02% 445
2022
Q2 		$1.61M Buy
16,735
+3,621
+28% +$359K 0.02% 447
2022
Q1 		$1.31M Sell
13,114
-733
-5% -$67K 0.02% 397
2021
Q4 		$1.23M Buy
13,847
+3,388
+32% +$286K 0.02% 401
2021
Q3 		$849K Sell
10,459
-1,592
-13% -$139K 0.02% 382
2021
Q2 		$1.02M Buy
12,051
+1,562
+15% +$134K 0.02% 361
2021
Q1 		$888K Buy
10,489
+1,347
+15% +$109K 0.02% 361
2020
Q4 		$761K Buy
9,142
+919
+11% +$79.8K 0.02% 342
2020
Q3 		$672K Buy
+8,223
New +$677K 0.03% 288
2020
Q2 		– Sell
-3,183
Closed -$255K – 457
2020
Q1 		$255K Sell
3,183
-697
-18% -$65.9K 0.02% 372
2019
Q4 		$367K Buy
3,880
+691
+22% +$63.8K 0.02% 390
2019
Q3 		$299K Sell
3,189
-1,126
-26% -$102K 0.02% 391
2019
Q2 		$380K Buy
+4,315
New +$372K 0.02% 358

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

Cerity Partners's AEP Position: Q2 2026 in Review

Cerity Partners reduced its American Electric Power (AEP) stake by 26% in Q2 2026, selling an estimated $8.64M and leaving 190,823 shares worth $26.1M. The position accounts for 0.03% of the portfolio, ranked #406.

Cerity Partners first reported a position in AEP in Q2 2019 and has held it in 28 quarters since. The position peaked at $33.6M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cerity Partners held 190,823 shares of American Electric Power worth $26.1M as of Q2 2026.
  • Cerity Partners sold 65,561 American Electric Power shares in Q2 2026, an estimated $8.64M.
  • American Electric Power made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #406 holding.
  • Cerity Partners first reported a position in American Electric Power in Q2 2019 and has held it in 28 quarters since.
  • Cerity Partners's American Electric Power position peaked at $33.6M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.