JG
AEP icon

Joel Greenblatt’s American Electric Power AEP Stock Holding History

Joel Greenblatt’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 		$12.3M Buy
89,810
+9,018
+11% +$1.19M 0.03% 745
2026
Q1 		$10.6M Buy
80,792
+9,100
+13% +$1.14M 0.03% 674
2025
Q4 		$8.27M Buy
71,692
+38,935
+119% +$4.6M 0.03% 694
2025
Q3 		$3.69M Buy
32,757
+19,600
+149% +$2.14M 0.02% 853
2025
Q2 		$1.37M Buy
13,157
+7,904
+150% +$822K 0.01% 1048
2025
Q1 		$574K Buy
5,253
+2,918
+125% +$296K ﹤0.01% 1191
2024
Q4 		$215K Sell
2,335
-5,508
-70% -$533K ﹤0.01% 1349
2024
Q3 		$805K Buy
7,843
+1,270
+19% +$124K 0.01% 969
2024
Q2 		$577K Buy
6,573
+1,179
+22% +$103K 0.01% 1052
2024
Q1 		$464K Buy
+5,394
New +$438K 0.01% 1080
2022
Q2 		– Sell
-62,259
Closed -$6.21M – 1106
2022
Q1 		$6.21M Buy
+62,259
New +$5.69M 0.19% 131
2018
Q4 		– Sell
-3,929
Closed -$278K – 970
2018
Q3 		$278K Buy
+3,929
New +$280K ﹤0.01% 841
2017
Q3 		– Sell
-7,468
Closed -$519K – 902
2017
Q2 		$519K Buy
7,468
+2,433
+48% +$169K 0.01% 742
2017
Q1 		$338K Buy
+5,035
New +$326K ﹤0.01% 831

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 $3.37T AUM 44.26% 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

Joel Greenblatt's AEP Position: Q2 2026 in Review

Joel Greenblatt increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $1.19M and bringing the position to 89,810 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #745.

Joel Greenblatt first reported a position in AEP in Q1 2017 and has held it in 14 quarters since. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Joel Greenblatt held 89,810 shares of American Electric Power worth $12.3M as of Q2 2026.
  • Joel Greenblatt bought 9,018 American Electric Power shares in Q2 2026, an estimated $1.19M.
  • American Electric Power made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #745 holding.
  • Joel Greenblatt first reported a position in American Electric Power in Q1 2017 and has held it in 14 quarters since.
  • 1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.