MOTCO’s American Electric Power AEP Stock Holding History

MOTCO’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 Q1	$5.71M	Sell	43,585 -268	-0.6%	-$33.5K	0.53%	64
2025 Q4	$5.06M	Sell	43,853 -985	-2%	-$116K	0.46%	72
2025 Q3	$5.04M	Buy	44,838 +146	+0.3%	+$16K	0.46%	73
2025 Q2	$5.06M	Sell	44,692 -1,359	-3%	-$141K	0.48%	72
2025 Q1	$5.03M	Sell	46,051 -7,743	-14%	-$784K	0.53%	74
2024 Q4	$4.96M	Sell	53,794 -529	-1%	-$51.2K	0.51%	78
2024 Q3	$5.57M	Sell	54,323 -9,448	-15%	-$922K	0.56%	72
2024 Q2	$5.6M	Sell	63,771 -1,080	-2%	-$94.5K	0.33%	94
2024 Q1	$5.58M	Sell	64,851 -805	-1%	-$65.4K	0.33%	92
2023 Q4	$5.33M	Sell	65,656 -7,296	-10%	-$566K	0.34%	91
2023 Q3	$5.49M	Buy	72,952 +8,578	+13%	+$698K	0.38%	97
2023 Q2	$5.42M	Buy	64,374 +1,568	+2%	+$138K	0.35%	104
2023 Q1	$5.71M	Buy	62,806 +1,697	+3%	+$155K	0.39%	96
2022 Q4	$5.8M	Sell	61,109 -3,171	-5%	-$289K	0.43%	88
2022 Q3	$5.56M	Buy	64,280 +1,952	+3%	+$193K	0.44%	86
2022 Q2	$5.98M	Sell	62,328 -9,395	-13%	-$931K	0.45%	89
2022 Q1	$7.16M	Sell	71,723 -836	-1%	-$76.4K	0.46%	84
2021 Q4	$6.46M	Buy	72,559 +1,077	+2%	+$90.8K	0.4%	101
2021 Q3	$5.8M	Buy	71,482 +3,200	+5%	+$279K	0.38%	109
2021 Q2	$5.78M	Buy	68,282 +5,245	+8%	+$452K	0.38%	104
2021 Q1	$5.34M	Buy	63,037 +7,960	+14%	+$642K	0.38%	103
2020 Q4	$4.59M	Sell	55,077 -755	-1%	-$65.5K	0.34%	106
2020 Q3	$4.56M	Buy	55,832 +54,080	+3,087%	+$4.45M	0.37%	100
2020 Q2	$140K	Hold	1,752	–	–	0.01%	231
2020 Q1	$140K	Buy	1,752 +47	+3%	+$4.44K	0.01%	225
2019 Q4	$161K	Sell	1,705 -186	-10%	-$17.2K	0.01%	229
2019 Q3	$177K	Sell	1,891 -35	-2%	-$3.18K	0.02%	229
2019 Q2	$169K	Buy	1,926 +520	+37%	+$44.8K	0.02%	245
2019 Q1	$117K	Hold	1,406	–	–	0.01%	254
2018 Q4	$105K	Hold	1,406	–	–	0.01%	257
2018 Q3	$99K	Buy	1,406 +91	+7%	+$6.47K	0.01%	267
2018 Q2	$91K	Sell	1,315 -15	-1%	-$1.01K	0.01%	262
2018 Q1	$91K	Sell	1,330 -772	-37%	-$52K	0.01%	264
2017 Q4	$155K	Buy	2,102 +385	+22%	+$28.8K	0.02%	205
2017 Q3	$120K	Buy	1,717 +15	+0.9%	+$1.07K	0.01%	228
2017 Q2	$118K	Sell	1,702 -315	-16%	-$21.9K	0.01%	233
2017 Q1	$136K	Sell	2,017 -906	-31%	-$58.7K	0.01%	209
2016 Q4	$184K	Sell	2,923 -50,930	-95%	-$3.14M	0.02%	190
2016 Q3	$3.46M	Buy	53,853 +77	+0.1%	+$5.18K	0.39%	92
2016 Q2	$3.77M	Sell	53,776 -245	-0.5%	-$16K	0.42%	84
2016 Q1	$3.59M	Sell	54,021 -117	-0.2%	-$7.24K	0.41%	85
2015 Q4	$3.15M	Buy	54,138 +709	+1%	+$40.2K	0.37%	91
2015 Q3	$3.04M	Buy	53,429 +51,074	+2,169%	+$2.83M	0.37%	92
2015 Q2	$125K	Hold	2,355	–	–	0.01%	210
2015 Q1	$132K	Hold	2,355	–	–	0.01%	212
2014 Q4	$143K	Hold	2,355	–	–	0.02%	214
2014 Q3	$123K	Sell	2,355 -777	-25%	-$41.1K	0.01%	228
2014 Q2	$175K	Hold	3,132	–	–	0.02%	197
2014 Q1	$159K	Buy	3,132 +777	+33%	+$37.8K	0.02%	201
2013 Q4	$110K	Buy	2,355 +300	+15%	+$13.8K	0.01%	231
2013 Q3	$89K	Sell	2,055 -1,327	-39%	-$59K	0.01%	250
2013 Q2	$151K	Buy	+3,382	New	+$162K	0.02%	208

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MOTCO's AEP Position: Q1 2026 in Review

MOTCO reduced its American Electric Power (AEP) stake by 0.61% in Q1 2026, selling an estimated $33.5K and leaving 43,585 shares worth $5.71M. The position accounts for 0.53% of the portfolio, ranked #64.

MOTCO first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.16M in Q1 2022. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

MOTCO held 43,585 shares of American Electric Power worth $5.71M as of Q1 2026.
MOTCO sold 268 American Electric Power shares in Q1 2026, an estimated $33.5K.
American Electric Power made up 0.53% of MOTCO's portfolio in Q1 2026, its #64 holding.
MOTCO first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
MOTCO's American Electric Power position peaked at $7.16M in Q1 2022.
1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.