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Ethic Inc’s American Electric Power AEP Stock Holding History

Ethic Inc’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 		$1.97M Buy
14,385
+346
+2% +$45.6K 0.02% 511
2026
Q1 		$1.84M Buy
14,039
+190
+1% +$23.8K 0.03% 484
2025
Q4 		$1.6M Buy
13,849
+1,452
+12% +$171K 0.02% 509
2025
Q3 		$1.39M Buy
12,397
+153
+1% +$16.7K 0.02% 540
2025
Q2 		$1.25M Buy
12,244
+1,189
+11% +$124K 0.02% 552
2025
Q1 		$1.2M Buy
11,055
+3,831
+53% +$388K 0.02% 551
2024
Q4 		$666K Buy
+7,224
New +$699K 0.01% 707
2024
Q3 		– Sell
-3,741
Closed -$328K – 1083
2024
Q2 		$328K Buy
+3,741
New +$327K 0.01% 883
2024
Q1 		– Sell
-4,479
Closed -$364K – 1082
2023
Q4 		$364K Buy
+4,479
New +$348K 0.01% 828
2023
Q3 		– Sell
-3,410
Closed -$287K – 1013
2023
Q2 		$287K Sell
3,410
-380
-10% -$33.6K 0.01% 805
2023
Q1 		$345K Buy
3,790
+510
+16% +$46.7K 0.01% 753
2022
Q4 		$311K Sell
3,280
-6,547
-67% -$596K 0.02% 711
2022
Q3 		$850K Buy
9,827
+601
+7% +$59.4K 0.06% 365
2022
Q2 		$885K Buy
9,226
+4,106
+80% +$407K 0.06% 338
2022
Q1 		$511K Buy
+5,120
New +$468K 0.04% 458

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

Ethic Inc's AEP Position: Q2 2026 in Review

Ethic Inc increased its American Electric Power (AEP) stake by 2.5% in Q2 2026, buying an estimated $45.6K and bringing the position to 14,385 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #511.

Ethic Inc first reported a position in AEP in Q1 2022 and has held it in 15 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Ethic Inc held 14,385 shares of American Electric Power worth $1.97M as of Q2 2026.
  • Ethic Inc bought 346 American Electric Power shares in Q2 2026, an estimated $45.6K.
  • American Electric Power made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #511 holding.
  • Ethic Inc first reported a position in American Electric Power in Q1 2022 and has held it in 15 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.