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

Everence 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	$1.57M	Hold	11,980	–	–	0.1%	176
2025 Q4	$1.38M	Hold	11,980	–	–	0.08%	195
2025 Q3	$1.35M	Hold	11,980	–	–	0.08%	196
2025 Q2	$1.24M	Sell	11,980 -2,320	-16%	-$241K	0.08%	199
2025 Q1	$1.56M	Buy	14,300 +1,850	+15%	+$187K	0.11%	170
2024 Q4	$1.15M	Sell	12,450 -3,820	-23%	-$370K	0.07%	207
2024 Q3	$1.67M	Hold	16,270	–	–	0.11%	157
2024 Q2	$1.4K	Hold	16,270	–	–	0.1%	177
2024 Q1	$1.4K	Hold	16,270	–	–	0.09%	184
2023 Q4	$1.32M	Hold	16,270	–	–	0.09%	189
2023 Q3	$1.22K	Hold	16,270	–	–	0.1%	173
2023 Q2	$1.35M	Hold	16,270	–	–	0.11%	151
2023 Q1	$1.48K	Hold	16,270	–	–	0.12%	145
2022 Q4	$1.54K	Hold	16,270	–	–	0.13%	142
2022 Q3	$1.41M	Hold	16,270	–	–	0.13%	141
2022 Q2	$1.56M	Hold	16,270	–	–	0.14%	131
2022 Q1	$1.62M	Hold	16,270	–	–	0.12%	137
2021 Q4	$1.45M	Hold	16,270	–	–	0.11%	169
2021 Q3	$1.32M	Hold	16,270	–	–	0.11%	160
2021 Q2	$1.38M	Buy	16,270 +5,240	+48%	+$451K	0.11%	155
2021 Q1	$934K	Hold	11,030	–	–	0.09%	193
2020 Q4	$918K	Sell	11,030 -10,360	-48%	-$899K	0.09%	184
2020 Q3	$1.75M	Hold	21,390	–	–	0.19%	96
2020 Q2	$1.82M	Buy	21,390 +6,120	+40%	+$500K	0.21%	84
2020 Q1	$1.22M	Hold	15,270	–	–	0.17%	104
2019 Q4	$1.44M	Sell	15,270 -8,040	-34%	-$743K	0.22%	100
2019 Q3	$2.18M	Hold	23,310	–	–	0.35%	64
2019 Q2	$2.05M	Hold	23,310	–	–	0.34%	65
2019 Q1	$1.95M	Buy	23,310 +8,040	+53%	+$639K	0.34%	66
2018 Q4	$1.14M	Hold	15,270	–	–	0.26%	100
2018 Q3	$1.08M	Hold	15,270	–	–	0.21%	123
2018 Q2	$1.06M	Hold	15,270	–	–	0.22%	118
2018 Q1	$1.05M	Hold	15,270	–	–	0.23%	116
2017 Q4	$1.12M	Hold	15,270	–	–	0.25%	108
2017 Q3	$1.07M	Hold	15,270	–	–	0.25%	117
2017 Q2	$1.06M	Hold	15,270	–	–	0.26%	112
2017 Q1	$1.02M	Hold	15,270	–	–	0.27%	105
2016 Q4	$961K	Buy	15,270 +6,900	+82%	+$426K	0.28%	106
2016 Q3	$537K	Hold	8,370	–	–	0.16%	181
2016 Q2	$587K	Hold	8,370	–	–	0.18%	163
2016 Q1	$556K	Hold	8,370	–	–	0.17%	163
2015 Q4	$488K	Buy	8,370 +2,370	+40%	+$134K	0.16%	182
2015 Q3	$341K	Hold	6,000	–	–	0.12%	218
2015 Q2	$318K	Hold	6,000	–	–	0.1%	229
2015 Q1	$345K	Hold	6,000	–	–	0.12%	218
2014 Q4	$364K	Buy	6,000 +2,270	+61%	+$130K	0.12%	213
2014 Q3	$200K	Hold	3,730	–	–	0.07%	268
2014 Q2	$208K	Buy	+3,730	New	+$197K	0.08%	258

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Everence Capital Management held its American Electric Power (AEP) position steady in Q1 2026 at 11,980 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #176.

Everence Capital Management first reported a position in AEP in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.18M in Q3 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Everence Capital Management held 11,980 shares of American Electric Power worth $1.57M as of Q1 2026.
Everence Capital Management left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.1% of Everence Capital Management's portfolio in Q1 2026, its #176 holding.
Everence Capital Management first reported a position in American Electric Power in Q2 2014 and has held it in 48 quarters since.
Everence Capital Management's American Electric Power position peaked at $2.18M in Q3 2019.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.