Edgestream Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,257
| Closed | -$606K | – | 866 |
|
|
2025
Q4 | $606K | Sell |
5,257
-72,043
| -93% | -$8.51M | 0.02% | 792 |
|
|
2025
Q3 | $8.7M | Buy |
77,300
+49,775
| +181% | +$5.45M | 0.25% | 91 |
|
|
2025
Q2 | $2.86M | Buy |
+27,525
| New | +$2.86M | 0.08% | 448 |
|
|
2025
Q1 | – | Sell |
-57,548
| Closed | -$5.31M | – | 821 |
|
|
2024
Q4 | $5.31M | Buy |
57,548
+2,114
| +4% | +$205K | 0.23% | 132 |
|
|
2024
Q3 | $5.69M | Buy |
55,434
+39,989
| +259% | +$3.9M | 0.25% | 106 |
|
|
2024
Q2 | $1.36M | Buy |
+15,445
| New | +$1.35M | 0.07% | 445 |
|
|
2024
Q1 | – | Sell |
-7,519
| Closed | -$611K | – | 789 |
|
|
2023
Q4 | $611K | Sell |
7,519
-23,581
| -76% | -$1.83M | 0.04% | 563 |
|
|
2023
Q3 | $2.34M | Sell |
31,100
-23,208
| -43% | -$1.89M | 0.19% | 153 |
|
|
2023
Q2 | $4.57M | Buy |
+54,308
| New | +$4.8M | 0.41% | 21 |
|
|
2023
Q1 | – | Sell |
-10,658
| Closed | -$1.01M | – | 537 |
|
|
2022
Q4 | $1.01M | Buy |
+10,658
| New | +$970K | 0.11% | 260 |
|
|
2022
Q3 | – | Sell |
-2,885
| Closed | -$277K | – | 438 |
|
|
2022
Q2 | $277K | Sell |
2,885
-2,465
| -46% | -$244K | 0.02% | 459 |
|
|
2022
Q1 | $534K | Buy |
5,350
+2,950
| +123% | +$270K | 0.04% | 414 |
|
|
2021
Q4 | $214K | Buy |
+2,400
| New | +$202K | 0.01% | 462 |
|
|
2021
Q1 | – | Sell |
-8,461
| Closed | -$705K | – | 373 |
|
|
2020
Q4 | $705K | Buy |
+8,461
| New | +$734K | 0.04% | 311 |
|
|
2020
Q3 | – | Sell |
-30,117
| Closed | -$2.4M | – | 283 |
|
|
2020
Q2 | $2.4M | Buy |
30,117
+19,530
| +184% | +$1.59M | 0.13% | 180 |
|
|
2020
Q1 | $847K | Sell |
10,587
-3,329
| -24% | -$315K | 0.08% | 205 |
|
|
2019
Q4 | $1.31M | Sell |
13,916
-4,896
| -26% | -$452K | 0.07% | 213 |
|
|
2019
Q3 | $1.76M | Buy |
18,812
+12,281
| +188% | +$1.12M | 0.17% | 144 |
|
|
2019
Q2 | $575K | Buy |
+6,531
| New | +$563K | 0.06% | 179 |
|
|
2018
Q4 | – | Sell |
-33,627
| Closed | -$2.38M | – | 219 |
|
|
2018
Q3 | $2.38M | Buy |
33,627
+4,562
| +16% | +$325K | 0.41% | 89 |
|
|
2018
Q2 | $2.01M | Sell |
29,065
-13,990
| -32% | -$942K | 0.41% | 90 |
|
|
2018
Q1 | $2.95M | Buy |
+43,055
| New | +$2.9M | 0.58% | 57 |
|
|
2017
Q4 | – | Sell |
-8,574
| Closed | -$602K | – | 80 |
|
|
2017
Q3 | $602K | Sell |
8,574
-507
| -6% | -$36.1K | 0.32% | 64 |
|
|
2017
Q2 | $631K | Buy |
9,081
+1,466
| +19% | +$102K | 0.24% | 71 |
|
|
2017
Q1 | $511K | Buy |
+7,615
| New | +$493K | 0.23% | 92 |
|
|
2016
Q4 | – | Sell |
-12,541
| Closed | -$805K | – | 81 |
|
|
2016
Q3 | $805K | Buy |
+12,541
| New | +$843K | 0.44% | 53 |
|
Other funds holding AEP
VCM
VPM
Edgestream Partners's AEP Position: Q1 2026 in Review
Edgestream Partners sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 5,257 shares — an estimated $606K sold.
Edgestream Partners first reported a position in AEP in Q3 2016 and held it in 26 quarters. The position peaked at $8.7M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Edgestream Partners reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
- Edgestream Partners sold 5,257 American Electric Power shares in Q1 2026, an estimated $606K.
- Edgestream Partners first reported a position in American Electric Power in Q3 2016 and held it in 26 quarters.
- Edgestream Partners's American Electric Power position peaked at $8.7M in Q3 2025.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.