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Empirical Finance’s American Electric Power AEP Stock Holding History

Empirical Finance’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 		$2.47M Buy
18,071
+641
+4% +$84.4K 0.1% 174
2026
Q1 		$2.28M Sell
17,430
-19
-0.1% -$2.38K 0.11% 171
2025
Q4 		$2.01M Sell
17,449
-766
-4% -$90.5K 0.1% 173
2025
Q3 		$2.05M Buy
18,215
+188
+1% +$20.6K 0.1% 184
2025
Q2 		$1.87M Buy
18,027
+124
+0.7% +$12.9K 0.1% 185
2025
Q1 		$1.96M Buy
17,903
+375
+2% +$38K 0.12% 164
2024
Q4 		$1.62M Sell
17,528
-216
-1% -$20.9K 0.09% 182
2024
Q3 		$1.82M Buy
17,744
+345
+2% +$33.7K 0.11% 168
2024
Q2 		$1.53M Sell
17,399
-1,021
-6% -$89.3K 0.1% 176
2024
Q1 		$1.59M Buy
18,420
+641
+4% +$52.1K 0.1% 188
2023
Q4 		$1.44M Buy
17,779
+148
+0.8% +$11.5K 0.1% 182
2023
Q3 		$1.33M Buy
17,631
+1,718
+11% +$140K 0.1% 184
2023
Q2 		$1.34M Buy
15,913
+1,859
+13% +$164K 0.1% 179
2023
Q1 		$1.28M Buy
14,054
+770
+6% +$70.4K 0.12% 160
2022
Q4 		$1.26M Buy
13,284
+1,074
+9% +$97.8K 0.13% 150
2022
Q3 		$1.06M Buy
12,210
+2,060
+20% +$204K 0.13% 160
2022
Q2 		$974K Buy
10,150
+554
+6% +$54.9K 0.12% 154
2022
Q1 		$957K Buy
9,596
+1,059
+12% +$96.8K 0.11% 170
2021
Q4 		$760K Buy
8,537
+2,305
+37% +$194K 0.09% 203
2021
Q3 		$506K Buy
6,232
+353
+6% +$30.8K 0.08% 261
2021
Q2 		$497K Buy
5,879
+885
+18% +$76.2K 0.08% 243
2021
Q1 		$416K Hold
4,994
– – 0.07% 213
2020
Q4 		$416K Buy
4,994
+884
+22% +$76.7K 0.07% 213
2020
Q3 		$336K Buy
4,110
+849
+26% +$69.9K 0.07% 213
2020
Q2 		$260K Buy
3,261
+417
+15% +$34K 0.07% 215
2020
Q1 		$227K Buy
+2,844
New +$269K 0.07% 195
2017
Q1 		– Sell
-215
Closed -$14K – 102
2016
Q4 		$14K Buy
+215
New +$13.3K 0.01% 276

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

Empirical Finance's AEP Position: Q2 2026 in Review

Empirical Finance increased its American Electric Power (AEP) stake by 3.7% in Q2 2026, buying an estimated $84.4K and bringing the position to 18,071 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #174.

Empirical Finance first reported a position in AEP in Q4 2016 and has held it in 27 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Empirical Finance held 18,071 shares of American Electric Power worth $2.47M as of Q2 2026.
  • Empirical Finance bought 641 American Electric Power shares in Q2 2026, an estimated $84.4K.
  • American Electric Power made up 0.1% of Empirical Finance's portfolio in Q2 2026, its #174 holding.
  • Empirical Finance first reported a position in American Electric Power in Q4 2016 and has held it in 27 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.