Morningstar Investment Management’s American Electric Power AEP Stock Holding History

Morningstar Investment 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
2026 Q2	$428K	Hold	3,265	–	–	0.03%	277
2026 Q1	$428K	Sell	3,265 -349	-10%	-$43.7K	0.03%	275
2025 Q4	$417K	Sell	3,614 -16,298	-82%	-$1.92M	0.02%	285
2025 Q3	$2.24M	Buy	19,912 +13,461	+209%	+$1.47M	0.08%	228
2025 Q2	$669K	Buy	+6,451	New	+$671K	0.06%	95
2025 Q1	–	Sell	-11,056	Closed	-$1.02M	–	76
2024 Q4	$1.02M	Buy	11,056 +389	+4%	+$37.6K	0.08%	70
2024 Q3	$1.05M	Sell	10,667 -516	-5%	-$50.4K	0.1%	86
2024 Q2	$981K	Sell	11,183 -560	-5%	-$49K	0.1%	83
2024 Q1	$1.01M	Hold	11,743	–	–	0.11%	80
2023 Q4	$954K	Sell	11,743 -490	-4%	-$38K	0.11%	85
2023 Q3	$920K	Buy	12,233 +814	+7%	+$66.2K	0.13%	62
2023 Q2	$961K	Buy	11,419 +7,228	+172%	+$638K	0.13%	64
2023 Q1	$381K	Hold	4,191	–	–	0.06%	66
2022 Q4	$398K	Buy	+4,191	New	+$382K	0.07%	65

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's AEP Position: Q2 2026 in Review

Morningstar Investment Management held its American Electric Power (AEP) position steady in Q2 2026 at 3,265 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #277.

Morningstar Investment Management first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q3 2025. 910 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Morningstar Investment Management held 3,265 shares of American Electric Power worth $428K as of Q2 2026.
Morningstar Investment Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #277 holding.
Morningstar Investment Management first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
Morningstar Investment Management's American Electric Power position peaked at $2.24M in Q3 2025.
910 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.