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Live Oak Investment Partners’s American Electric Power AEP Stock Holding History

Live Oak Investment 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 		$1.11M Buy
8,125
+166
+2% +$21.9K 0.6% 42
2026
Q1 		$1.04M Sell
7,959
-11
-0.1% -$1.38K 0.62% 42
2025
Q4 		$919K Sell
7,970
-646
-7% -$76.3K 0.56% 47
2025
Q3 		$969K Buy
8,616
+573
+7% +$62.7K 0.64% 40
2025
Q2 		$835K Sell
8,043
-281
-3% -$29.2K 0.64% 44
2025
Q1 		$910K Buy
+8,324
New +$843K 0.72% 38
2024
Q4 		– Hold
0
– – – 42
2024
Q3 		– Hold
0
– – – 128
2024
Q2 		– Hold
0
– – – 133
2023
Q4 		– Hold
0
– – – 131
2023
Q3 		– Hold
0
– – – 133
2023
Q2 		– Hold
0
– – – 221
2023
Q1 		– Hold
0
– – – 199
2022
Q4 		– Hold
0
– – – 198

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

Live Oak Investment Partners's AEP Position: Q2 2026 in Review

Live Oak Investment Partners increased its American Electric Power (AEP) stake by 2.1% in Q2 2026, buying an estimated $21.9K and bringing the position to 8,125 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #42.

Live Oak Investment Partners first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Live Oak Investment Partners held 8,125 shares of American Electric Power worth $1.11M as of Q2 2026.
  • Live Oak Investment Partners bought 166 American Electric Power shares in Q2 2026, an estimated $21.9K.
  • American Electric Power made up 0.6% of Live Oak Investment Partners's portfolio in Q2 2026, its #42 holding.
  • Live Oak Investment Partners first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.