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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
Q2 		$1.35M Sell
9,886
-26
-0.3% -$3.42K 0.02% 435
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 $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

Evergreen Capital Management's AEP Position: Q2 2026 in Review

Evergreen Capital Management reduced its American Electric Power (AEP) stake by 0.26% in Q2 2026, selling an estimated $3.42K and leaving 9,886 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #435.

Evergreen Capital Management first reported a position in AEP in Q1 2022 and has held it in 12 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Evergreen Capital Management held 9,886 shares of American Electric Power worth $1.35M as of Q2 2026.
  • Evergreen Capital Management sold 26 American Electric Power shares in Q2 2026, an estimated $3.42K.
  • American Electric Power made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #435 holding.
  • Evergreen Capital Management first reported a position in American Electric Power in Q1 2022 and has held it in 12 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.