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Donaldson Capital Management’s American Electric Power AEP Stock Holding History

Donaldson Capital Management’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 		$692K Sell
5,280
-741
-12% -$92.7K 0.02% 160
2025
Q4 		$694K Buy
6,021
+47
+0.8% +$5.55K 0.02% 160
2025
Q3 		$672K Buy
5,974
+266
+5% +$29.1K 0.02% 163
2025
Q2 		$592K Sell
5,708
-400
-7% -$41.6K 0.02% 163
2025
Q1 		$667K Buy
6,108
+600
+11% +$60.8K 0.03% 154
2024
Q4 		$508K Sell
5,508
-222
-4% -$21.5K 0.02% 169
2024
Q3 		$588K Buy
5,730
+22
+0.4% +$2.15K 0.02% 159
2024
Q2 		$501K Sell
5,708
-650
-10% -$56.9K 0.02% 157
2024
Q1 		$547K Sell
6,358
-948
-13% -$77.1K 0.02% 151
2023
Q4 		$593K Sell
7,306
-758
-9% -$58.8K 0.03% 153
2023
Q3 		$607K Sell
8,064
-341
-4% -$27.7K 0.03% 150
2023
Q2 		$708K Hold
8,405
– – 0.03% 139
2023
Q1 		$765K Sell
8,405
-306
-4% -$28K 0.04% 135
2022
Q4 		$827K Hold
8,711
– – 0.04% 127
2022
Q3 		$753K Sell
8,711
-83
-0.9% -$8.21K 0.04% 128
2022
Q2 		$844K Hold
8,794
– – 0.04% 126
2022
Q1 		$877K Buy
8,794
+475
+6% +$43.4K 0.04% 137
2021
Q4 		$740K Buy
8,319
+477
+6% +$40.2K 0.03% 153
2021
Q3 		$637K Buy
7,842
+30
+0.4% +$2.62K 0.03% 149
2021
Q2 		$661K Sell
7,812
-197
-2% -$17K 0.03% 144
2021
Q1 		$678K Buy
8,009
+1,647
+26% +$133K 0.04% 135
2020
Q4 		$530K Buy
6,362
+800
+14% +$69.4K 0.03% 156
2020
Q3 		$455K Buy
5,562
+32
+0.6% +$2.64K 0.03% 160
2020
Q2 		$440K Hold
5,530
– – 0.03% 140
2020
Q1 		$442K Sell
5,530
-750
-12% -$70.9K 0.04% 122
2019
Q4 		$594K Buy
6,280
+747
+14% +$69K 0.04% 117
2019
Q3 		$518K Buy
5,533
+734
+15% +$66.7K 0.04% 121
2019
Q2 		$422K Buy
+4,799
New +$414K 0.04% 114

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

Donaldson Capital Management's AEP Position: Q1 2026 in Review

Donaldson Capital Management reduced its American Electric Power (AEP) stake by 12% in Q1 2026, selling an estimated $92.7K and leaving 5,280 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #160.

Donaldson Capital Management first reported a position in AEP in Q2 2019 and has held it in 28 quarters since. The position peaked at $877K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Donaldson Capital Management held 5,280 shares of American Electric Power worth $692K as of Q1 2026.
  • Donaldson Capital Management sold 741 American Electric Power shares in Q1 2026, an estimated $92.7K.
  • American Electric Power made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #160 holding.
  • Donaldson Capital Management first reported a position in American Electric Power in Q2 2019 and has held it in 28 quarters since.
  • Donaldson Capital Management's American Electric Power position peaked at $877K in Q1 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.