Next Capital Management’s American Electric Power AEP Stock Holding History

Next Capital 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	$752K	Sell	5,497 -155	-3%	-$20.4K	0.2%	68
2026 Q1	$741K	Buy	5,652 +577	+11%	+$72.2K	0.22%	68
2025 Q4	$585K	Hold	5,075	–	–	0.19%	73
2025 Q3	$571K	Hold	5,075	–	–	0.19%	77
2025 Q2	$527K	Sell	5,075 -2,953	-37%	-$307K	0.19%	80
2025 Q1	$877K	Buy	8,028 +408	+5%	+$41.3K	0.42%	52
2024 Q4	$703K	Hold	7,620	–	–	0.28%	66
2024 Q3	$782K	Buy	7,620 +913	+14%	+$89.1K	0.32%	68
2024 Q2	$588K	Sell	6,707 -4	-0.1%	-$350	0.25%	73
2024 Q1	$578K	Buy	6,711 +2,491	+59%	+$203K	0.23%	74
2023 Q4	$343K	Buy	+4,220	New	+$328K	0.15%	92
2019 Q3	–	Sell	-107	Closed	-$9K	–	261
2019 Q2	$9K	Sell	107 -822	-88%	-$70.8K	0.01%	453
2019 Q1	$78K	Buy	+929	New	+$73.9K	0.07%	121

Other funds holding AEP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Next Capital Management's AEP Position: Q2 2026 in Review

Next Capital Management reduced its American Electric Power (AEP) stake by 2.7% in Q2 2026, selling an estimated $20.4K and leaving 5,497 shares worth $752K. The position accounts for 0.2% of the portfolio, ranked #68.

Next Capital Management first reported a position in AEP in Q1 2019 and has held it in 13 quarters since. The position peaked at $877K in Q1 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Next Capital Management held 5,497 shares of American Electric Power worth $752K as of Q2 2026.
Next Capital Management sold 155 American Electric Power shares in Q2 2026, an estimated $20.4K.
American Electric Power made up 0.2% of Next Capital Management's portfolio in Q2 2026, its #68 holding.
Next Capital Management first reported a position in American Electric Power in Q1 2019 and has held it in 13 quarters since.
Next Capital Management's American Electric Power position peaked at $877K in Q1 2025.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.