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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
2025
Q2 		– Sell
-26,574
Closed -$2.46M – 190
2025
Q1 		$2.46M Buy
+26,574
New +$2.69M 0.48% 57

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 $3.38T AUM 44.17% 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

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.