NXG Investment Management’s American Electric Power AEP Stock Holding History

NXG Investment 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	$8.21M	Buy	60,000 +35,000	+140%	+$4.61M	0.37%	51
2026 Q1	$3.28M	Hold	25,000	–	–	0.16%	58
2025 Q4	$2.88M	Hold	25,000	–	–	0.17%	55
2025 Q3	$2.81M	Buy	25,000 +8,000	+47%	+$875K	0.16%	56
2025 Q2	$1.76M	Hold	17,000	–	–	0.1%	64
2025 Q1	$1.86M	Hold	17,000	–	–	0.11%	57
2024 Q4	$1.57M	Sell	17,000 -9,000	-35%	-$871K	0.1%	64
2024 Q3	$2.67M	Buy	+26,000	New	+$2.54M	0.2%	43
2020 Q1	–	Sell	-2,137	Closed	-$202K	–	118
2019 Q4	$202K	Buy	+2,137	New	+$197K	0.01%	125

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 $3.38T AUM 44.17% 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

NXG Investment Management's AEP Position: Q2 2026 in Review

NXG Investment Management increased its American Electric Power (AEP) stake by 140% in Q2 2026, buying an estimated $4.61M and bringing the position to 60,000 shares worth $8.21M. The position accounts for 0.37% of the portfolio, ranked #51.

NXG Investment Management first reported a position in AEP in Q4 2019 and has held it in 9 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

NXG Investment Management held 60,000 shares of American Electric Power worth $8.21M as of Q2 2026.
NXG Investment Management bought 35,000 American Electric Power shares in Q2 2026, an estimated $4.61M.
American Electric Power made up 0.37% of NXG Investment Management's portfolio in Q2 2026, its #51 holding.
NXG Investment Management first reported a position in American Electric Power in Q4 2019 and has held it in 9 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on NXG Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.