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Dougherty & Associates’s American Electric Power AEP Stock Holding History

Dougherty & 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 		$289K Buy
2,115
+2
+0.1% +$263 0.23% 48
2026
Q1 		$277K Buy
2,113
+2
+0.1% +$250 0.25% 49
2025
Q4 		$243K Buy
+2,111
New +$249K 0.22% 51

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

Dougherty & Associates's AEP Position: Q2 2026 in Review

Dougherty & Associates increased its American Electric Power (AEP) stake by 0.09% in Q2 2026, buying an estimated $263 and bringing the position to 2,115 shares worth $289K. The position accounts for 0.23% of the portfolio, ranked #48.

Dougherty & Associates first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dougherty & Associates held 2,115 shares of American Electric Power worth $289K as of Q2 2026.
  • Dougherty & Associates bought 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.23% of Dougherty & Associates's portfolio in Q2 2026, its #48 holding.
  • Dougherty & Associates first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.