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Convergence Investment Partners’s American Electric Power AEP Stock Holding History

Convergence Investment 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 		$1.44M Sell
10,518
-501
-5% -$66K 0.14% 190
2026
Q1 		$1.44M Sell
11,019
-87
-0.8% -$10.9K 0.24% 154
2025
Q4 		$1.28M Sell
11,106
-244
-2% -$28.8K 0.25% 142
2025
Q3 		$1.28M Buy
+11,350
New +$1.24M 0.29% 127
2018
Q2 		– Sell
-16,725
Closed -$1.15M – 316
2018
Q1 		$1.15M Buy
+16,725
New +$1.13M 0.15% 213
2015
Q1 		– Sell
-20,692
Closed -$1.26M – 359
2014
Q4 		$1.26M Buy
20,692
+763
+4% +$43.7K 0.17% 209
2014
Q3 		$1.04M Sell
19,929
-310
-2% -$16.4K 0.14% 225
2014
Q2 		$1.13M Buy
20,239
+586
+3% +$30.9K 0.15% 212
2014
Q1 		$996K Buy
19,653
+719
+4% +$34.9K 0.15% 196
2013
Q4 		$885K Buy
18,934
+3,311
+21% +$153K 0.14% 186
2013
Q3 		$677K Buy
15,623
+1,574
+11% +$70K 0.14% 182
2013
Q2 		$629K Buy
+14,049
New +$674K 0.16% 174

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

Convergence Investment Partners's AEP Position: Q2 2026 in Review

Convergence Investment Partners reduced its American Electric Power (AEP) stake by 4.5% in Q2 2026, selling an estimated $66K and leaving 10,518 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #190.

Convergence Investment Partners first reported a position in AEP in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2026. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Convergence Investment Partners held 10,518 shares of American Electric Power worth $1.44M as of Q2 2026.
  • Convergence Investment Partners sold 501 American Electric Power shares in Q2 2026, an estimated $66K.
  • American Electric Power made up 0.14% of Convergence Investment Partners's portfolio in Q2 2026, its #190 holding.
  • Convergence Investment Partners first reported a position in American Electric Power in Q2 2013 and has held it in 12 quarters since.
  • Convergence Investment Partners's American Electric Power position peaked at $1.44M in Q1 2026.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.