Oak Thistle LLC’s American Electric Power AEP Stock Holding History

Oak Thistle LLC’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	$2.86M	Buy	+20,889	New	+$2.75M	0.28%	125
2025 Q4	–	Sell	-8,701	Closed	-$979K	–	487
2025 Q3	$979K	Buy	+8,701	New	+$952K	0.15%	270
2025 Q2	–	Sell	-11,573	Closed	-$1.26M	–	446
2025 Q1	$1.26M	Buy	+11,573	New	+$1.17M	0.25%	145
2024 Q4	–	Sell	-12,519	Closed	-$1.28M	–	401
2024 Q3	$1.28M	Buy	+12,519	New	+$1.22M	0.42%	65
2023 Q4	–	Sell	-19,784	Closed	-$1.49M	–	429
2023 Q3	$1.49M	Buy	+19,784	New	+$1.61M	0.44%	41
2023 Q2	–	Sell	-4,732	Closed	-$431K	–	339
2023 Q1	$431K	Buy	+4,732	New	+$433K	0.25%	176
2022 Q3	–	Sell	-3,464	Closed	-$332K	–	109
2022 Q2	$332K	Sell	3,464 -3,967	-53%	-$393K	0.64%	48
2022 Q1	$741K	Buy	+7,431	New	+$679K	0.39%	69

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

Oak Thistle LLC's AEP Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in American Electric Power (AEP) in Q2 2026: 20,889 shares worth $2.86M. The stake represents 0.28% of the portfolio and ranks #125 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in AEP as recently as Q3 2025.

Oak Thistle LLC first reported a position in AEP in Q1 2022 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Oak Thistle LLC held 20,889 shares of American Electric Power worth $2.86M as of Q2 2026.
American Electric Power was a new Oak Thistle LLC position in Q2 2026.
American Electric Power made up 0.28% of Oak Thistle LLC's portfolio in Q2 2026, its #125 holding.
Oak Thistle LLC first reported a position in American Electric Power in Q1 2022 and has held it in 8 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.