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Excalibur Management’s American Electric Power AEP Stock Holding History

Excalibur 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 		$543K Buy
3,966
+63
+2% +$8.3K 0.18% 105
2026
Q1 		$512K Sell
3,903
-56
-1% -$7.01K 0.18% 106
2025
Q4 		$457K Buy
3,959
+73
+2% +$8.62K 0.16% 110
2025
Q3 		$437K Buy
3,886
+58
+2% +$6.35K 0.16% 112
2025
Q2 		$397K Sell
3,828
-18
-0.5% -$1.87K 0.15% 116
2025
Q1 		$420K Buy
3,846
+33
+0.9% +$3.34K 0.17% 113
2024
Q4 		$352K Buy
3,813
+21
+0.6% +$2.03K 0.14% 126
2024
Q3 		$389K Buy
3,792
+10
+0.3% +$976 0.15% 120
2024
Q2 		$332K Buy
3,782
+507
+15% +$44.4K 0.14% 125
2024
Q1 		$282K Buy
3,275
+131
+4% +$10.6K 0.12% 131
2023
Q4 		$255K Buy
+3,144
New +$244K 0.12% 137
2020
Q3 		– Sell
-6,500
Closed -$518K – 142
2020
Q2 		$518K Buy
6,500
+1,228
+23% +$100K 0.34% 61
2020
Q1 		$422K Sell
5,272
-1,600
-23% -$151K 0.33% 58
2019
Q4 		$649K Hold
6,872
– – 0.42% 51
2019
Q3 		$644K Buy
6,872
+647
+10% +$58.8K 0.58% 43
2019
Q2 		$548K Buy
6,225
+1,125
+22% +$97K 0.51% 45
2019
Q1 		$427K Buy
+5,100
New +$406K 0.4% 50

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

Excalibur Management's AEP Position: Q2 2026 in Review

Excalibur Management increased its American Electric Power (AEP) stake by 1.6% in Q2 2026, buying an estimated $8.3K and bringing the position to 3,966 shares worth $543K. The position accounts for 0.18% of the portfolio, ranked #105.

Excalibur Management first reported a position in AEP in Q1 2019 and has held it in 17 quarters since. The position peaked at $649K in Q4 2019. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Excalibur Management held 3,966 shares of American Electric Power worth $543K as of Q2 2026.
  • Excalibur Management bought 63 American Electric Power shares in Q2 2026, an estimated $8.3K.
  • American Electric Power made up 0.18% of Excalibur Management's portfolio in Q2 2026, its #105 holding.
  • Excalibur Management first reported a position in American Electric Power in Q1 2019 and has held it in 17 quarters since.
  • Excalibur Management's American Electric Power position peaked at $649K in Q4 2019.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.