Martingale Asset Management’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.8M Sell
158,645
-6,157
-4% -$770K 0.52% 61
2025
Q4
$19M Sell
164,802
-4,723
-3% -$558K 0.48% 72
2025
Q3
$19.1M Sell
169,525
-14,429
-8% -$1.58M 0.48% 73
2025
Q2
$19.1M Sell
183,954
-1,256
-0.7% -$131K 0.47% 80
2025
Q1
$20.2M Sell
185,210
-7,325
-4% -$742K 0.52% 74
2024
Q4
$17.8M Buy
192,535
+79,715
+71% +$7.71M 0.43% 92
2024
Q3
$11.6M Buy
112,820
+105,334
+1,407% +$10.3M 0.27% 117
2024
Q2
$657K Buy
7,486
+2,700
+56% +$236K 0.01% 544
2024
Q1
$412K Sell
4,786
-7,100
-60% -$577K 0.01% 653
2023
Q4
$965K Sell
11,886
-16,314
-58% -$1.27M 0.02% 456
2023
Q3
$2.12M Sell
28,200
-266,485
-90% -$21.7M 0.04% 253
2023
Q2
$24.8M Sell
294,685
-13,747
-4% -$1.21M 0.49% 83
2023
Q1
$28.1M Buy
308,432
+1,087
+0.4% +$99.4K 0.54% 73
2022
Q4
$29.2M Buy
307,345
+60,795
+25% +$5.53M 0.57% 68
2022
Q3
$21.3M Sell
246,550
-2,536
-1% -$251K 0.42% 92
2022
Q2
$23.9M Buy
249,086
+148,665
+148% +$14.7M 0.43% 91
2022
Q1
$10M Sell
100,421
-1,078
-1% -$98.5K 0.15% 153
2021
Q4
$9.03M Sell
101,499
-59,935
-37% -$5.06M 0.12% 164
2021
Q3
$13.1M Sell
161,434
-100,770
-38% -$8.8M 0.17% 148
2021
Q2
$22.2M Buy
262,204
+8,060
+3% +$694K 0.25% 138
2021
Q1
$21.5M Buy
254,144
+34,101
+15% +$2.75M 0.25% 135
2020
Q4
$18.3M Buy
220,043
+12,769
+6% +$1.11M 0.21% 143
2020
Q3
$16.9M Buy
207,274
+2,841
+1% +$234K 0.2% 139
2020
Q2
$16.3M Sell
204,433
-5,101
-2% -$416K 0.19% 150
2020
Q1
$16.8M Sell
209,534
-218,714
-51% -$20.7M 0.22% 146
2019
Q4
$40.5M Sell
428,248
-36,571
-8% -$3.38M 0.41% 73
2019
Q3
$43.5M Buy
464,819
+4,899
+1% +$445K 0.44% 65
2019
Q2
$40.5M Sell
459,920
-2,838
-0.6% -$245K 0.42% 74
2019
Q1
$38.8M Buy
462,758
+43,799
+10% +$3.48M 0.42% 74
2018
Q4
$31.3M Sell
418,959
-26,917
-6% -$2.02M 0.41% 85
2018
Q3
$31.6M Sell
445,876
-10,400
-2% -$740K 0.37% 100
2018
Q2
$31.6M Sell
456,276
-14,201
-3% -$956K 0.39% 91
2018
Q1
$32.3M Buy
470,477
+66,124
+16% +$4.45M 0.41% 86
2017
Q4
$29.7M Sell
404,353
-7,893
-2% -$590K 0.39% 87
2017
Q3
$29M Buy
412,246
+1,797
+0.4% +$128K 0.39% 85
2017
Q2
$28.5M Buy
410,449
+10,300
+3% +$716K 0.4% 78
2017
Q1
$26.9M Sell
400,149
-10,798
-3% -$699K 0.39% 85
2016
Q4
$25.9M Sell
410,947
-4,502
-1% -$278K 0.36% 82
2016
Q3
$26.7M Sell
415,449
-17,245
-4% -$1.16M 0.4% 74
2016
Q2
$30.3M Buy
432,694
+45,105
+12% +$2.95M 0.5% 56
2016
Q1
$25.7M Buy
387,589
+43,006
+12% +$2.66M 0.51% 46
2015
Q4
$20.1M Sell
344,583
-13,182
-4% -$747K 0.45% 59
2015
Q3
$20.3M Sell
357,765
-27,892
-7% -$1.55M 0.5% 43
2015
Q2
$20.4M Buy
385,657
+34,097
+10% +$1.89M 0.48% 50
2015
Q1
$19.8M Buy
351,560
+22,503
+7% +$1.34M 0.47% 47
2014
Q4
$20M Buy
329,057
+18,593
+6% +$1.06M 0.55% 36
2014
Q3
$16.2M Buy
310,464
+110,361
+55% +$5.84M 0.5% 38
2014
Q2
$11.2M Buy
200,103
+51,841
+35% +$2.73M 0.35% 76
2014
Q1
$7.51M Buy
148,262
+2,008
+1% +$97.6K 0.26% 122
2013
Q4
$6.84M Sell
146,254
-3,304
-2% -$152K 0.24% 124
2013
Q3
$6.48M Sell
149,558
-40,292
-21% -$1.79M 0.23% 136
2013
Q2
$8.5M Buy
+189,850
New +$9.11M 0.31% 80

Other funds holding AEP

Martingale Asset Management's AEP Position: Q1 2026 in Review

Martingale Asset Management reduced its American Electric Power (AEP) stake by 3.7% in Q1 2026, selling an estimated $770K and leaving 158,645 shares worth $20.8M. The position accounts for 0.52% of the portfolio, ranked #61.

Martingale Asset Management first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.5M in Q3 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Martingale Asset Management held 158,645 shares of American Electric Power worth $20.8M as of Q1 2026.
  • Martingale Asset Management sold 6,157 American Electric Power shares in Q1 2026, an estimated $770K.
  • American Electric Power made up 0.52% of Martingale Asset Management's portfolio in Q1 2026, its #61 holding.
  • Martingale Asset Management first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
  • Martingale Asset Management's American Electric Power position peaked at $43.5M in Q3 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.