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 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 $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

Next Capital Management's AEP Position: Q1 2026 in Review

Next Capital Management increased its American Electric Power (AEP) stake by 11% in Q1 2026, buying an estimated $72.2K and bringing the position to 5,652 shares worth $741K. The position accounts for 0.22% of the portfolio, ranked #68.

Next Capital Management first reported a position in AEP in Q1 2019 and has held it in 12 quarters since. The position peaked at $877K in Q1 2025. 1,922 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Next Capital Management held 5,652 shares of American Electric Power worth $741K as of Q1 2026.
Next Capital Management bought 577 American Electric Power shares in Q1 2026, an estimated $72.2K.
American Electric Power made up 0.22% of Next Capital Management's portfolio in Q1 2026, its #68 holding.
Next Capital Management first reported a position in American Electric Power in Q1 2019 and has held it in 12 quarters since.
Next Capital Management's American Electric Power position peaked at $877K in Q1 2025.
1,922 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.