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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
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 $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

Live Oak Investment Partners's AEP Position: Q1 2026 in Review

Live Oak Investment Partners reduced its American Electric Power (AEP) stake by 0.14% in Q1 2026, selling an estimated $1.38K and leaving 7,959 shares worth $1.04M. The position accounts for 0.62% of the portfolio, ranked #42.

Live Oak Investment Partners first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Live Oak Investment Partners held 7,959 shares of American Electric Power worth $1.04M as of Q1 2026.
  • Live Oak Investment Partners sold 11 American Electric Power shares in Q1 2026, an estimated $1.38K.
  • American Electric Power made up 0.62% of Live Oak Investment Partners's portfolio in Q1 2026, its #42 holding.
  • Live Oak Investment Partners first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.