EM
AEP icon

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
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 $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

Excalibur Management's AEP Position: Q1 2026 in Review

Excalibur Management reduced its American Electric Power (AEP) stake by 1.4% in Q1 2026, selling an estimated $7.01K and leaving 3,903 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #106.

Excalibur Management first reported a position in AEP in Q1 2019 and has held it in 16 quarters since. The position peaked at $649K in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Excalibur Management held 3,903 shares of American Electric Power worth $512K as of Q1 2026.
  • Excalibur Management sold 56 American Electric Power shares in Q1 2026, an estimated $7.01K.
  • American Electric Power made up 0.18% of Excalibur Management's portfolio in Q1 2026, its #106 holding.
  • Excalibur Management first reported a position in American Electric Power in Q1 2019 and has held it in 16 quarters since.
  • Excalibur Management's American Electric Power position peaked at $649K in Q4 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.