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NBW Capital’s American Electric Power AEP Stock Holding History

NBW Capital’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
Q2 		$220K Buy
+2,125
New +$221K 0.05% 99

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

NBW Capital's AEP Position: Q2 2025 in Review

NBW Capital opened a new position in American Electric Power (AEP) in Q2 2025: 2,125 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings.

1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • NBW Capital held 2,125 shares of American Electric Power worth $220K as of Q2 2025.
  • American Electric Power was a new NBW Capital position in Q2 2025.
  • American Electric Power made up 0.05% of NBW Capital's portfolio in Q2 2025, its #99 holding.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.