Meritage Portfolio Management’s American Electric Power AEP Stock Holding History

Meritage Portfolio Management’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
2025 Q4	$306K	Sell	2,656 -240	-8%	-$28.3K	0.02%	267
2025 Q3	$326K	Sell	2,896 -144	-5%	-$15.8K	0.02%	266
2025 Q2	$315K	Sell	3,040 -224	-7%	-$23.3K	0.02%	281
2025 Q1	$357K	Sell	3,264 -105	-3%	-$10.6K	0.02%	272
2024 Q4	$311K	Sell	3,369 -480	-12%	-$46.5K	0.02%	288
2024 Q3	$395K	Sell	3,849 -51,553	-93%	-$5.03M	0.02%	277
2024 Q2	$4.86M	Sell	55,402 -1,257	-2%	-$110K	0.31%	99
2024 Q1	$4.88M	Sell	56,659 -3,479	-6%	-$283K	0.31%	105
2023 Q4	$4.88M	Sell	60,138 -357	-0.6%	-$27.7K	0.32%	95
2023 Q3	$4.55M	Buy	+60,495	New	+$4.92M	0.34%	100
2022 Q2	–	Sell	-31,673	Closed	-$3.16M	–	305
2022 Q1	$3.16M	Buy	+31,673	New	+$2.89M	0.2%	135

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Meritage Portfolio Management's AEP Position: Q4 2025 in Review

Meritage Portfolio Management reduced its American Electric Power (AEP) stake by 8.3% in Q4 2025, selling an estimated $28.3K and leaving 2,656 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #267.

Meritage Portfolio Management first reported a position in AEP in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.88M in Q4 2023. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Meritage Portfolio Management held 2,656 shares of American Electric Power worth $306K as of Q4 2025.
Meritage Portfolio Management sold 240 American Electric Power shares in Q4 2025, an estimated $28.3K.
American Electric Power made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #267 holding.
Meritage Portfolio Management first reported a position in American Electric Power in Q1 2022 and has held it in 11 quarters since.
Meritage Portfolio Management's American Electric Power position peaked at $4.88M in Q4 2023.
1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.