NSG
AEP icon

Nalls Sherbakoff Group’s American Electric Power AEP Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$34.6K Buy
300
+268
+838% +$31.7K 0.02% 236
2025
Q3 		$3.6K Hold
32
– – ﹤0.01% 371
2025
Q2 		$3.32K Sell
32
-102
-76% -$10.6K ﹤0.01% 373
2025
Q1 		$14.6K Buy
+134
New +$13.6K 0.01% 275
2023
Q4 		$13.2K Hold
162
– – 0.01% 259
2023
Q3 		$12.2K Hold
162
– – 0.01% 254
2023
Q2 		$13.5K Hold
162
– – 0.01% 252
2023
Q1 		$14.7K Buy
+162
New +$14.8K 0.01% 253
2018
Q4 		$13K Buy
+174
New +$13.1K 0.02% 246

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nalls Sherbakoff Group's AEP Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its American Electric Power (AEP) stake by 838% in Q4 2025, buying an estimated $31.7K and bringing the position to 300 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #236.

Nalls Sherbakoff Group first reported a position in AEP in Q4 2018 and has held it in 9 quarters since. 1,855 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Nalls Sherbakoff Group held 300 shares of American Electric Power worth $34.6K as of Q4 2025.
  • Nalls Sherbakoff Group bought 268 American Electric Power shares in Q4 2025, an estimated $31.7K.
  • American Electric Power made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #236 holding.
  • Nalls Sherbakoff Group first reported a position in American Electric Power in Q4 2018 and has held it in 9 quarters since.
  • 1,855 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.