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McDonald Partners’s American Electric Power AEP Stock Holding History

McDonald 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 		$434K Sell
3,172
-175
-5% -$23.1K 0.11% 163
2026
Q1 		$439K Sell
3,347
-200
-6% -$25K 0.1% 151
2025
Q4 		$409K Buy
3,547
+71
+2% +$8.38K 0.13% 142
2025
Q3 		$391K Hold
3,476
– – 0.12% 159
2025
Q2 		$361K Sell
3,476
-40
-1% -$4.16K 0.09% 199
2025
Q1 		$384K Sell
3,516
-25
-0.7% -$2.53K 0.1% 186
2024
Q4 		$327K Sell
3,541
-485
-12% -$46.9K 0.08% 192
2024
Q3 		$413K Hold
4,026
– – 0.1% 178
2024
Q2 		$353K Sell
4,026
-200
-5% -$17.5K 0.09% 187
2024
Q1 		$364K Sell
4,226
-50
-1% -$4.07K 0.1% 188
2023
Q4 		$347K Sell
4,276
-115
-3% -$8.93K 0.1% 186
2023
Q3 		$330K Buy
4,391
+50
+1% +$4.07K 0.11% 183
2023
Q2 		$366K Buy
4,341
+760
+21% +$67.1K 0.11% 184
2023
Q1 		$326K Sell
3,581
-150
-4% -$13.7K 0.11% 189
2022
Q4 		$354K Buy
3,731
+50
+1% +$4.55K 0.12% 170
2022
Q3 		$318K Sell
3,681
-950
-21% -$93.9K 0.12% 172
2022
Q2 		$444K Buy
4,631
+156
+3% +$15.5K 0.11% 191
2022
Q1 		$446K Buy
4,475
+4,435
+11,088% +$405K 0.1% 213
2021
Q4 		$3.56K Sell
40
-4,435
-99% -$374K ﹤0.01% 276
2021
Q3 		$363K Buy
4,475
+225
+5% +$19.6K 0.09% 226
2021
Q2 		$360K Sell
4,250
-120
-3% -$10.3K 0.09% 226
2021
Q1 		$370K Sell
4,370
-1
-0% -$81 0.1% 208
2020
Q4 		$364K Buy
+4,371
New +$379K 0.1% 200

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

McDonald Partners's AEP Position: Q2 2026 in Review

McDonald Partners reduced its American Electric Power (AEP) stake by 5.2% in Q2 2026, selling an estimated $23.1K and leaving 3,172 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #163.

McDonald Partners first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $446K in Q1 2022. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • McDonald Partners held 3,172 shares of American Electric Power worth $434K as of Q2 2026.
  • McDonald Partners sold 175 American Electric Power shares in Q2 2026, an estimated $23.1K.
  • American Electric Power made up 0.11% of McDonald Partners's portfolio in Q2 2026, its #163 holding.
  • McDonald Partners first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's American Electric Power position peaked at $446K in Q1 2022.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.