ECM
AEP icon

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

Evergreen 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 		$1.3M Buy
9,912
+531
+6% +$66.4K 0.03% 421
2025
Q4 		$1.08M Buy
9,381
+390
+4% +$46.1K 0.02% 449
2025
Q3 		$1.01M Sell
8,991
-132
-1% -$14.4K 0.02% 399
2025
Q2 		$947K Buy
9,123
+341
+4% +$35.5K 0.03% 375
2025
Q1 		$960K Buy
8,782
+303
+4% +$30.7K 0.03% 340
2024
Q4 		$782K Buy
8,479
+835
+11% +$80.8K 0.03% 388
2024
Q3 		$784K Sell
7,644
-51
-0.7% -$4.98K 0.03% 373
2024
Q2 		$675K Buy
7,695
+133
+2% +$11.6K 0.02% 390
2024
Q1 		$651K Buy
7,562
+676
+10% +$55K 0.02% 375
2023
Q4 		$559K Buy
+6,886
New +$535K 0.02% 397
2022
Q2 		– Sell
-2,463
Closed -$246K – 567
2022
Q1 		$246K Buy
+2,463
New +$225K 0.01% 544

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Evergreen Capital Management increased its American Electric Power (AEP) stake by 5.7% in Q1 2026, buying an estimated $66.4K and bringing the position to 9,912 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #421.

Evergreen Capital Management first reported a position in AEP in Q1 2022 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Evergreen Capital Management held 9,912 shares of American Electric Power worth $1.3M as of Q1 2026.
  • Evergreen Capital Management bought 531 American Electric Power shares in Q1 2026, an estimated $66.4K.
  • American Electric Power made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #421 holding.
  • Evergreen Capital Management first reported a position in American Electric Power in Q1 2022 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.