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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 $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

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.