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Occudo Quantitative Strategies’s American Electric Power AEP Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-15,187
Closed -$2.08M – 757
2026
Q1 		$2.08M Sell
15,187
-50,948
-77% -$6.37M 0.11% 252
2025
Q4 		$7.63M Buy
66,135
+49,328
+293% +$5.83M 0.51% 52
2025
Q3 		$1.89M Buy
+16,807
New +$1.84M 0.23% 117
2025
Q2 		– Sell
-10,862
Closed -$1.16M – 615
2025
Q1 		$1.16M Buy
+10,862
New +$1.1M 0.15% 190
2024
Q4 		– Sell
-2,773
Closed -$285K – 658
2024
Q3 		$285K Buy
+2,773
New +$271K 0.05% 475
2024
Q1 		– Sell
-48,514
Closed -$3.94M – 711
2023
Q4 		$3.94M Buy
48,514
+18,361
+61% +$1.43M 0.54% 36
2023
Q3 		$2.27M Sell
30,153
-20,291
-40% -$1.65M 0.29% 75
2023
Q2 		$4.25M Buy
+50,444
New +$4.46M 0.44% 9
2023
Q1 		– Sell
-37,497
Closed -$3.56M – 881
2022
Q4 		$3.56M Buy
+37,497
New +$3.41M 0.41% 39
2022
Q3 		– Sell
-19,724
Closed -$1.89M – 1149
2022
Q2 		$1.89M Buy
+19,724
New +$1.95M 0.16% 192
2022
Q1 		– Sell
-16,751
Closed -$1.49M – 1107
2021
Q4 		$1.49M Buy
16,751
+7,733
+86% +$652K 0.13% 229
2021
Q3 		$732K Buy
9,018
+2,175
+32% +$190K 0.09% 397
2021
Q2 		$579K Buy
6,843
+2,070
+43% +$178K 0.09% 379
2021
Q1 		$404K Sell
4,773
-11,086
-70% -$894K 0.09% 400
2020
Q4 		$1.32M Buy
+15,859
New +$1.38M 0.41% 29

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Occudo Quantitative Strategies's AEP Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 15,187 shares — an estimated $2.08M sold.

Occudo Quantitative Strategies first reported a position in AEP in Q4 2020 and held it in 15 quarters. The position peaked at $7.63M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 15,187 American Electric Power shares in Q2 2026, an estimated $2.08M.
  • Occudo Quantitative Strategies first reported a position in American Electric Power in Q4 2020 and held it in 15 quarters.
  • Occudo Quantitative Strategies's American Electric Power position peaked at $7.63M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.