Massachusetts Financial Services’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 | $591M | Sell |
4,493,458
-14,583
| -0.3% | -$1.82M | 0.2% | 121 |
|
|
2025
Q4 | $520M | Sell |
4,508,041
-124,122
| -3% | -$14.7M | 0.17% | 136 |
|
|
2025
Q3 | $521M | Sell |
4,632,163
-158,124
| -3% | -$17.3M | 0.16% | 142 |
|
|
2025
Q2 | $497M | Sell |
4,790,287
-51,277
| -1% | -$5.33M | 0.16% | 153 |
|
|
2025
Q1 | $529M | Sell |
4,841,564
-58,989
| -1% | -$5.98M | 0.18% | 146 |
|
|
2024
Q4 | $452M | Sell |
4,900,553
-194,280
| -4% | -$18.8M | 0.14% | 169 |
|
|
2024
Q3 | $523M | Sell |
5,094,833
-69,142
| -1% | -$6.75M | 0.16% | 159 |
|
|
2024
Q2 | $453M | Sell |
5,163,975
-89,820
| -2% | -$7.86M | 0.14% | 159 |
|
|
2024
Q1 | $452M | Sell |
5,253,795
-780,775
| -13% | -$63.5M | 0.14% | 164 |
|
|
2023
Q4 | $490M | Sell |
6,034,570
-183,259
| -3% | -$14.2M | 0.16% | 149 |
|
|
2023
Q3 | $468M | Sell |
6,217,829
-336,014
| -5% | -$27.3M | 0.16% | 144 |
|
|
2023
Q2 | $552M | Sell |
6,553,843
-1,684,691
| -20% | -$149M | 0.18% | 140 |
|
|
2023
Q1 | $750M | Sell |
8,238,534
-616,769
| -7% | -$56.4M | 0.26% | 110 |
|
|
2022
Q4 | $841M | Buy |
8,855,303
+80,795
| +0.9% | +$7.35M | 0.29% | 99 |
|
|
2022
Q3 | $759M | Sell |
8,774,508
-1,114,279
| -11% | -$110M | 0.28% | 98 |
|
|
2022
Q2 | $949M | Sell |
9,888,787
-869,054
| -8% | -$86.1M | 0.33% | 84 |
|
|
2022
Q1 | $1.07B | Buy |
10,757,841
+386,399
| +4% | +$35.3M | 0.32% | 83 |
|
|
2021
Q4 | $923M | Buy |
10,371,442
+396,083
| +4% | +$33.4M | 0.25% | 107 |
|
|
2021
Q3 | $810M | Sell |
9,975,359
-92,458
| -0.9% | -$8.07M | 0.24% | 115 |
|
|
2021
Q2 | $852M | Sell |
10,067,817
-263,381
| -3% | -$22.7M | 0.25% | 113 |
|
|
2021
Q1 | $875M | Sell |
10,331,198
-79,652
| -0.8% | -$6.42M | 0.27% | 105 |
|
|
2020
Q4 | $867M | Sell |
10,410,850
-800,035
| -7% | -$69.4M | 0.28% | 102 |
|
|
2020
Q3 | $916M | Buy |
11,210,885
+2,973,435
| +36% | +$245M | 0.33% | 83 |
|
|
2020
Q2 | $656M | Buy |
8,237,450
+1,495,702
| +22% | +$122M | 0.26% | 103 |
|
|
2020
Q1 | $539M | Buy |
6,741,748
+3,617,581
| +116% | +$342M | 0.26% | 105 |
|
|
2019
Q4 | $295M | Sell |
3,124,167
-51,858
| -2% | -$4.79M | 0.11% | 165 |
|
|
2019
Q3 | $298M | Sell |
3,176,025
-26,387
| -0.8% | -$2.4M | 0.12% | 164 |
|
|
2019
Q2 | $282M | Sell |
3,202,412
-385,024
| -11% | -$33.2M | 0.11% | 165 |
|
|
2019
Q1 | $300M | Sell |
3,587,436
-123,257
| -3% | -$9.8M | 0.13% | 157 |
|
|
2018
Q4 | $277M | Sell |
3,710,693
-1,825,322
| -33% | -$137M | 0.13% | 154 |
|
|
2018
Q3 | $392M | Buy |
5,536,015
+64,801
| +1% | +$4.61M | 0.16% | 140 |
|
|
2018
Q2 | $379M | Buy |
5,471,214
+218,062
| +4% | +$14.7M | 0.16% | 142 |
|
|
2018
Q1 | $360M | Buy |
5,253,152
+265,822
| +5% | +$17.9M | 0.15% | 150 |
|
|
2017
Q4 | $367M | Sell |
4,987,330
-493,264
| -9% | -$36.9M | 0.15% | 155 |
|
|
2017
Q3 | $385M | Buy |
5,480,594
+72,534
| +1% | +$5.17M | 0.17% | 145 |
|
|
2017
Q2 | $376M | Sell |
5,408,060
-740
| -0% | -$51.4K | 0.17% | 148 |
|
|
2017
Q1 | $363M | Sell |
5,408,800
-94,880
| -2% | -$6.15M | 0.17% | 145 |
|
|
2016
Q4 | $347M | Sell |
5,503,680
-1,453,153
| -21% | -$89.6M | 0.17% | 148 |
|
|
2016
Q3 | $447M | Sell |
6,956,833
-625,796
| -8% | -$42.1M | 0.22% | 122 |
|
|
2016
Q2 | $531M | Sell |
7,582,629
-618,433
| -8% | -$40.5M | 0.27% | 109 |
|
|
2016
Q1 | $545M | Sell |
8,201,062
-763,425
| -9% | -$47.2M | 0.28% | 96 |
|
|
2015
Q4 | $522M | Sell |
8,964,487
-37,624
| -0.4% | -$2.13M | 0.28% | 93 |
|
|
2015
Q3 | $512M | Sell |
9,002,111
-183,385
| -2% | -$10.2M | 0.29% | 91 |
|
|
2015
Q2 | $487M | Buy |
9,185,496
+993,803
| +12% | +$55M | 0.25% | 100 |
|
|
2015
Q1 | $461M | Buy |
8,191,693
+381,603
| +5% | +$22.6M | 0.23% | 102 |
|
|
2014
Q4 | $474M | Buy |
7,810,090
+91,526
| +1% | +$5.24M | 0.24% | 97 |
|
|
2014
Q3 | $403M | Sell |
7,718,564
-743,610
| -9% | -$39.3M | 0.21% | 110 |
|
|
2014
Q2 | $472M | Buy |
8,462,174
+780,460
| +10% | +$41.2M | 0.25% | 95 |
|
|
2014
Q1 | $389M | Sell |
7,681,714
-268,393
| -3% | -$13M | 0.21% | 104 |
|
|
2013
Q4 | $372M | Buy |
7,950,107
+349,954
| +5% | +$16.1M | 0.21% | 101 |
|
|
2013
Q3 | $329M | Buy |
7,600,153
+789,520
| +12% | +$35.1M | 0.2% | 106 |
|
|
2013
Q2 | $305M | Buy |
+6,810,633
| New | +$327M | 0.21% | 107 |
|
Other funds holding AEP
VCM
VPM
Massachusetts Financial Services's AEP Position: Q1 2026 in Review
Massachusetts Financial Services reduced its American Electric Power (AEP) stake by 0.32% in Q1 2026, selling an estimated $1.82M and leaving 4,493,458 shares worth $591M. The position accounts for 0.2% of the portfolio, ranked #121.
Massachusetts Financial Services first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.07B in Q1 2022. 1,922 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Massachusetts Financial Services held 4,493,458 shares of American Electric Power worth $591M as of Q1 2026.
- Massachusetts Financial Services sold 14,583 American Electric Power shares in Q1 2026, an estimated $1.82M.
- American Electric Power made up 0.2% of Massachusetts Financial Services's portfolio in Q1 2026, its #121 holding.
- Massachusetts Financial Services first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
- Massachusetts Financial Services's American Electric Power position peaked at $1.07B in Q1 2022.
- 1,922 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.