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 Q2	–	Sell	-7,754	Closed	-$1.02M	–	1030
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fulcrum Asset Management's AEP Position: Q2 2026 in Review

Fulcrum Asset Management sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 7,754 shares — an estimated $1.02M sold.

Fulcrum Asset Management first reported a position in AEP in Q2 2020 and held it in 5 quarters. The position peaked at $2.97M in Q2 2020. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Fulcrum Asset Management reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Fulcrum Asset Management sold 7,754 American Electric Power shares in Q2 2026, an estimated $1.02M.
Fulcrum Asset Management first reported a position in American Electric Power in Q2 2020 and held it in 5 quarters.
Fulcrum Asset Management's American Electric Power position peaked at $2.97M in Q2 2020.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.