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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Convergence Investment Partners's AEP Position: Q1 2026 in Review

Convergence Investment Partners reduced its American Electric Power (AEP) stake by 0.78% in Q1 2026, selling an estimated $10.9K and leaving 11,019 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #154.

Convergence Investment Partners first reported a position in AEP in Q2 2013 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Convergence Investment Partners held 11,019 shares of American Electric Power worth $1.44M as of Q1 2026.
  • Convergence Investment Partners sold 87 American Electric Power shares in Q1 2026, an estimated $10.9K.
  • American Electric Power made up 0.24% of Convergence Investment Partners's portfolio in Q1 2026, its #154 holding.
  • Convergence Investment Partners first reported a position in American Electric Power in Q2 2013 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.