Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s American Electric Power AEP Stock Holding History

Kovitz Investment Group Partners’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 		$209K Sell
1,528
-4,138
-73% -$545K ﹤0.01% 473
2026
Q1 		$743K Buy
5,666
+415
+8% +$51.9K 0.02% 362
2025
Q4 		$606K Sell
5,251
-10,627
-67% -$1.26M 0.01% 374
2025
Q3 		$1.79M Sell
15,878
-24,868
-61% -$2.72M 0.01% 694
2025
Q2 		$4.23M Sell
40,746
-1,436
-3% -$149K 0.02% 473
2025
Q1 		$4.61M Sell
42,182
-292
-0.7% -$29.6K 0.02% 419
2024
Q4 		$3.92M Buy
42,474
+32,518
+327% +$3.15M 0.02% 448
2024
Q3 		$253K Buy
+9,956
New +$972K ﹤0.01% 903
2023
Q2 		– Sell
-4,012
Closed -$365K – 408
2023
Q1 		$365K Hold
4,012
– – 0.01% 360
2022
Q4 		$381K Buy
4,012
+25
+0.6% +$2.28K 0.01% 345
2022
Q3 		$345K Buy
3,987
+21
+0.5% +$2.08K 0.01% 347
2022
Q2 		$380K Hold
3,966
– – 0.01% 352
2022
Q1 		$396K Sell
3,966
-12,004
-75% -$1.1M 0.01% 357
2021
Q4 		$1.33M Buy
15,970
+2,450
+18% +$207K 0.03% 246
2021
Q3 		$1.1M Sell
13,520
-2,303
-15% -$201K 0.02% 290
2021
Q2 		$1.34M Buy
15,823
+1
+0% +$86 0.03% 277
2021
Q1 		$1.34M Sell
15,822
-148
-0.9% -$11.9K 0.03% 251
2020
Q4 		$1.33M Buy
15,970
+1
+0% +$87 0.03% 241
2020
Q3 		$1.3M Sell
15,969
-23
-0.1% -$1.9K 0.04% 235
2020
Q2 		$1.27M Buy
15,992
+3,277
+26% +$267K 0.04% 230
2020
Q1 		$1.02M Buy
+12,715
New +$1.2M 0.04% 239

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

Kovitz Investment Group Partners's AEP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its American Electric Power (AEP) stake by 73% in Q2 2026, selling an estimated $545K and leaving 1,528 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Kovitz Investment Group Partners first reported a position in AEP in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.61M in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kovitz Investment Group Partners held 1,528 shares of American Electric Power worth $209K as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,138 American Electric Power shares in Q2 2026, an estimated $545K.
  • American Electric Power made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #473 holding.
  • Kovitz Investment Group Partners first reported a position in American Electric Power in Q1 2020 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's American Electric Power position peaked at $4.61M in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.