Marietta Investment Partners’s American Electric Power AEP Stock Holding History

Marietta 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	$754K	Hold	5,510	–	–	0.13%	108
2026 Q1	$722K	Hold	5,510	–	–	0.14%	101
2025 Q4	$635K	Buy	+5,510	New	+$651K	0.13%	106
2023 Q4	–	Sell	-5,290	Closed	-$398K	–	157
2023 Q3	$398K	Hold	5,290	–	–	0.11%	124
2023 Q2	$445K	Sell	5,290 -170	-3%	-$15K	0.12%	120
2023 Q1	$497K	Hold	5,460	–	–	0.14%	117
2022 Q4	$518K	Hold	5,460	–	–	0.15%	119
2022 Q3	$489K	Hold	5,460	–	–	0.15%	114
2022 Q2	$524K	Sell	5,460 -60	-1%	-$5.95K	0.16%	108
2022 Q1	$551K	Hold	5,520	–	–	0.13%	120
2021 Q4	$491K	Hold	5,520	–	–	0.1%	133
2021 Q3	$448K	Hold	5,520	–	–	0.1%	136
2021 Q2	$467K	Hold	5,520	–	–	0.11%	129
2021 Q1	$468K	Hold	5,520	–	–	0.12%	125
2020 Q4	$460K	Hold	5,520	–	–	0.12%	113
2020 Q3	$451K	Sell	5,520 -610	-10%	-$50.2K	0.14%	101
2020 Q2	$488K	Sell	6,130 -13,255	-68%	-$1.08M	0.16%	90
2020 Q1	$1.55M	Sell	19,385 -59	-0.3%	-$5.58K	0.67%	36
2019 Q4	$1.84M	Hold	19,444	–	–	0.6%	41
2019 Q3	$1.82M	Sell	19,444 -300	-2%	-$27.2K	0.63%	39
2019 Q2	$1.74M	Buy	19,744 +13,120	+198%	+$1.13M	0.57%	46
2019 Q1	$555K	Buy	6,624 +1,240	+23%	+$98.6K	0.17%	90
2018 Q4	$402K	Buy	+5,384	New	+$404K	0.15%	94

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marietta Investment Partners's AEP Position: Q2 2026 in Review

Marietta Investment Partners held its American Electric Power (AEP) position steady in Q2 2026 at 5,510 shares worth $754K. The position accounts for 0.13% of the portfolio, ranked #108.

Marietta Investment Partners first reported a position in AEP in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.84M in Q4 2019. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Marietta Investment Partners held 5,510 shares of American Electric Power worth $754K as of Q2 2026.
Marietta Investment Partners left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.13% of Marietta Investment Partners's portfolio in Q2 2026, its #108 holding.
Marietta Investment Partners first reported a position in American Electric Power in Q4 2018 and has held it in 23 quarters since.
Marietta Investment Partners's American Electric Power position peaked at $1.84M in Q4 2019.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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