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Jacobi Capital Management’s American Electric Power AEP Stock Holding History

Jacobi Capital 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 		$591K Buy
4,510
+151
+3% +$18.9K 0.03% 380
2025
Q4 		$503K Buy
4,359
+242
+6% +$28.6K 0.03% 403
2025
Q3 		$463K Buy
4,117
+100
+2% +$10.9K 0.03% 413
2025
Q2 		$417K Sell
4,017
-437
-10% -$45.5K 0.03% 429
2025
Q1 		$487K Buy
4,454
+864
+24% +$87.5K 0.04% 362
2024
Q4 		$331K Buy
3,590
+700
+24% +$67.7K 0.02% 449
2024
Q3 		$296K Buy
2,890
+416
+17% +$40.6K 0.02% 458
2024
Q2 		$217K Buy
+2,474
New +$216K 0.02% 482
2021
Q4 		– Sell
-1,883
Closed -$153K – 444
2021
Q3 		$153K Buy
1,883
+223
+13% +$19.5K 0.02% 443
2021
Q2 		$140K Hold
1,660
– – 0.02% 427
2021
Q1 		$141K Sell
1,660
-178
-10% -$14.3K 0.02% 393
2020
Q4 		$153K Hold
1,838
– – 0.02% 355
2020
Q3 		$150K Hold
1,838
– – 0.03% 331
2020
Q2 		$146K Sell
1,838
-56
-3% -$4.57K 0.03% 329
2020
Q1 		$151K Sell
1,894
-24
-1% -$2.27K 0.03% 284
2019
Q4 		$181K Buy
1,918
+55
+3% +$5.08K 0.03% 298
2019
Q3 		$175K Sell
1,863
-197
-10% -$17.9K 0.03% 290
2019
Q2 		$181K Buy
2,060
+74
+4% +$6.38K 0.04% 285
2019
Q1 		$166K Sell
1,986
-16
-0.8% -$1.27K 0.04% 249
2018
Q4 		$150K Sell
2,002
-130
-6% -$9.76K 0.04% 253
2018
Q3 		$151K Sell
2,132
-1,008
-32% -$71.7K 0.04% 268
2018
Q2 		$217K Buy
3,140
+702
+29% +$47.3K 0.06% 194
2018
Q1 		$166K Buy
2,438
+1,917
+368% +$129K 0.05% 216
2017
Q4 		$37K Hold
521
– – 0.01% 426
2017
Q3 		$37K Hold
521
– – 0.01% 392
2017
Q2 		$36K Hold
521
– – 0.01% 352
2017
Q1 		$35K Hold
521
– – 0.02% 285
2016
Q4 		$33K Hold
521
– – 0.02% 263
2016
Q3 		$32K Hold
521
– – 0.02% 308
2016
Q2 		$37K Buy
+521
New +$34.1K 0.02% 263

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

Jacobi Capital Management's AEP Position: Q1 2026 in Review

Jacobi Capital Management increased its American Electric Power (AEP) stake by 3.5% in Q1 2026, buying an estimated $18.9K and bringing the position to 4,510 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #380.

Jacobi Capital Management first reported a position in AEP in Q2 2016 and has held it in 30 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Jacobi Capital Management held 4,510 shares of American Electric Power worth $591K as of Q1 2026.
  • Jacobi Capital Management bought 151 American Electric Power shares in Q1 2026, an estimated $18.9K.
  • American Electric Power made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #380 holding.
  • Jacobi Capital Management first reported a position in American Electric Power in Q2 2016 and has held it in 30 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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