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Mather Group’s American Electric Power AEP Stock Holding History

Mather Group’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 		$740K Sell
5,410
-23
-0.4% -$3.03K 0.01% 447
2026
Q1 		$712K Buy
5,433
+191
+4% +$23.9K 0.01% 407
2025
Q4 		$604K Sell
5,242
-4,641
-47% -$548K 0.01% 372
2025
Q3 		$1.11M Buy
9,883
+842
+9% +$92.1K 0.01% 263
2025
Q2 		$938K Buy
9,041
+718
+9% +$74.7K 0.01% 273
2025
Q1 		$909K Buy
8,323
+5,729
+221% +$580K 0.01% 268
2024
Q4 		$239K Buy
2,594
+80
+3% +$7.74K ﹤0.01% 514
2024
Q3 		$258K Sell
2,514
-5,221
-67% -$510K ﹤0.01% 501
2024
Q2 		$666K Buy
7,735
+1,878
+32% +$164K 0.01% 354
2024
Q1 		$476K Buy
5,857
+1
+0% +$81 0.01% 349
2023
Q4 		$476K Buy
5,856
+198
+3% +$15.4K 0.01% 358
2023
Q3 		$426K Buy
5,658
+79
+1% +$6.43K 0.01% 360
2023
Q2 		$470K Sell
5,579
-1,682
-23% -$149K 0.01% 359
2023
Q1 		$661K Buy
7,261
+20
+0.3% +$1.83K 0.01% 273
2022
Q4 		$687K Sell
7,241
-222
-3% -$20.2K 0.01% 269
2022
Q3 		$645K Buy
7,463
+464
+7% +$45.9K 0.01% 254
2022
Q2 		$671K Sell
6,999
-47
-0.7% -$4.66K 0.02% 220
2022
Q1 		$703K Buy
7,046
+63
+0.9% +$5.76K 0.01% 218
2021
Q4 		$621K Buy
6,983
+272
+4% +$22.9K 0.01% 198
2021
Q3 		$545K Sell
6,711
-102
-1% -$8.9K 0.01% 165
2021
Q2 		$576K Buy
6,813
+53
+0.8% +$4.56K 0.01% 148
2021
Q1 		$573K Buy
6,760
+312
+5% +$25.1K 0.02% 134
2020
Q4 		$537K Sell
6,448
-217
-3% -$18.8K 0.02% 131
2020
Q3 		$545K Buy
6,665
+425
+7% +$35K 0.02% 132
2020
Q2 		$497K Buy
+6,240
New +$509K 0.02% 131

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 $3.37T AUM 44.26% 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

Mather Group's AEP Position: Q2 2026 in Review

Mather Group reduced its American Electric Power (AEP) stake by 0.42% in Q2 2026, selling an estimated $3.03K and leaving 5,410 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #447.

Mather Group first reported a position in AEP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mather Group held 5,410 shares of American Electric Power worth $740K as of Q2 2026.
  • Mather Group sold 23 American Electric Power shares in Q2 2026, an estimated $3.03K.
  • American Electric Power made up 0.01% of Mather Group's portfolio in Q2 2026, its #447 holding.
  • Mather Group first reported a position in American Electric Power in Q2 2020 and has held it in 25 quarters since.
  • Mather Group's American Electric Power position peaked at $1.11M in Q3 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.