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Dean Investment Associates’s American Electric Power AEP Stock Holding History

Dean Investment Associates’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 		$3.79M Sell
27,721
-10,807
-28% -$1.42M 0.5% 105
2026
Q1 		$5.05M Sell
38,528
-2,367
-6% -$296K 0.71% 50
2025
Q4 		$4.72M Sell
40,895
-1,899
-4% -$224K 0.67% 55
2025
Q3 		$4.81M Sell
42,794
-869
-2% -$95.1K 0.68% 47
2025
Q2 		$4.53M Buy
43,663
+902
+2% +$93.8K 0.67% 42
2025
Q1 		$4.67M Sell
42,761
-4,606
-10% -$467K 0.69% 35
2024
Q4 		$4.37M Sell
47,367
-789
-2% -$76.4K 0.62% 45
2024
Q3 		$4.94M Sell
48,156
-1,642
-3% -$160K 0.67% 39
2024
Q2 		$4.37M Sell
49,798
-2,836
-5% -$248K 0.62% 58
2024
Q1 		$4.53M Buy
52,634
+10,844
+26% +$882K 0.62% 60
2023
Q4 		$3.39M Sell
41,790
-13,860
-25% -$1.08M 0.49% 90
2023
Q3 		$4.19M Sell
55,650
-517
-0.9% -$42.1K 0.69% 52
2023
Q2 		$4.73M Buy
56,167
+865
+2% +$76.4K 0.77% 40
2023
Q1 		$5.03M Buy
55,302
+9,631
+21% +$881K 0.8% 39
2022
Q4 		$4.34M Buy
45,671
+14,148
+45% +$1.29M 0.74% 48
2022
Q3 		$2.73M Buy
31,523
+555
+2% +$54.9K 0.56% 68
2022
Q2 		$2.97M Sell
30,968
-19
-0.1% -$1.88K 0.58% 61
2022
Q1 		$3.09M Buy
30,987
+522
+2% +$47.7K 0.55% 67
2021
Q4 		$2.71M Sell
30,465
-643
-2% -$54.2K 0.48% 82
2021
Q3 		$2.52M Buy
31,108
+660
+2% +$57.6K 0.48% 82
2021
Q2 		$2.58M Buy
+30,448
New +$2.62M 0.48% 78

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

Dean Investment Associates's AEP Position: Q2 2026 in Review

Dean Investment Associates reduced its American Electric Power (AEP) stake by 28% in Q2 2026, selling an estimated $1.42M and leaving 27,721 shares worth $3.79M. The position accounts for 0.5% of the portfolio, ranked #105.

Dean Investment Associates first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.05M in Q1 2026. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dean Investment Associates held 27,721 shares of American Electric Power worth $3.79M as of Q2 2026.
  • Dean Investment Associates sold 10,807 American Electric Power shares in Q2 2026, an estimated $1.42M.
  • American Electric Power made up 0.5% of Dean Investment Associates's portfolio in Q2 2026, its #105 holding.
  • Dean Investment Associates first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • Dean Investment Associates's American Electric Power position peaked at $5.05M in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.