Fulcrum Asset Management’s American Electric Power AEP Stock Holding History

Fulcrum Asset 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	$1.02M	Sell	7,754 -3,128	-29%	-$391K	0.15%	102
2025 Q4	$1.26M	Sell	10,882 -5,045	-32%	-$596K	0.35%	59
2025 Q3	$1.79M	Buy	15,927 +8,127	+104%	+$889K	0.5%	51
2025 Q2	$809K	Buy	+7,800	New	+$811K	0.23%	78
2022 Q1	–	Hold	0	–	–	–	77
2021 Q4	–	Hold	0	–	–	–	105
2021 Q3	–	Hold	0	–	–	–	106
2021 Q1	–	Hold	0	–	–	–	39
2020 Q4	–	Hold	0	–	–	–	26
2020 Q3	–	Sell	-34,902	Closed	-$2.97M	–	127
2020 Q2	$2.97M	Buy	+34,902	New	+$2.85M	1%	26

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

Fulcrum Asset Management's AEP Position: Q1 2026 in Review

Fulcrum Asset Management reduced its American Electric Power (AEP) stake by 29% in Q1 2026, selling an estimated $391K and leaving 7,754 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #102.

Fulcrum Asset Management first reported a position in AEP in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.97M in Q2 2020. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Fulcrum Asset Management held 7,754 shares of American Electric Power worth $1.02M as of Q1 2026.
Fulcrum Asset Management sold 3,128 American Electric Power shares in Q1 2026, an estimated $391K.
American Electric Power made up 0.15% of Fulcrum Asset Management's portfolio in Q1 2026, its #102 holding.
Fulcrum Asset Management first reported a position in American Electric Power in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's American Electric Power position peaked at $2.97M in Q2 2020.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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