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Ogorek Anthony Joseph’s American Electric Power AEP Stock Holding History

Ogorek Anthony Joseph’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 		$31K Hold
240
– – 0.01% 219
2025
Q4 		$27K Sell
240
-30
-11% -$3.54K 0.01% 225
2025
Q3 		$30K Buy
270
+3
+1% +$328 0.01% 217
2025
Q2 		$27K Hold
267
– – 0.01% 225
2025
Q1 		$29K Buy
267
+60
+29% +$6.08K 0.01% 219
2024
Q4 		$19K Sell
207
-40
-16% -$3.87K 0.01% 176
2024
Q3 		$25K Sell
247
-20
-7% -$1.95K 0.01% 159
2024
Q2 		$23K Sell
267
-89
-25% -$7.79K 0.01% 154
2024
Q1 		$30K Sell
356
-179
-33% -$14.6K 0.01% 140
2023
Q4 		$43K Sell
535
-19,766
-97% -$1.53M 0.02% 117
2023
Q3 		$1.53M Sell
20,301
-282
-1% -$22.9K 0.6% 40
2023
Q2 		$1.73M Sell
20,583
-2,668
-11% -$236K 0.66% 36
2023
Q1 		$2.12M Sell
23,251
-3,055
-12% -$279K 0.86% 33
2022
Q4 		$2.5M Sell
26,306
-174
-0.7% -$15.8K 1.09% 30
2022
Q3 		$2.29M Buy
26,480
+134
+0.5% +$13.2K 1.09% 26
2022
Q2 		$2.53M Buy
26,346
+502
+2% +$49.8K 1.16% 24
2022
Q1 		$2.58M Sell
25,844
-4,306
-14% -$393K 1.06% 26
2021
Q4 		$2.68M Buy
30,150
+13
+0% +$1.1K 1.15% 20
2021
Q3 		$2.45M Buy
30,137
+26
+0.1% +$2.27K 1.12% 19
2021
Q2 		$2.55M Buy
30,111
+867
+3% +$74.7K 1.14% 22
2021
Q1 		$2.48M Buy
29,244
+6,803
+30% +$548K 1.22% 20
2020
Q4 		$1.87M Buy
22,441
+635
+3% +$55.1K 1% 17
2020
Q3 		$1.78M Buy
+21,806
New +$1.8M 1.05% 14

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ogorek Anthony Joseph's AEP Position: Q1 2026 in Review

Ogorek Anthony Joseph held its American Electric Power (AEP) position steady in Q1 2026 at 240 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #219.

Ogorek Anthony Joseph first reported a position in AEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q4 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Ogorek Anthony Joseph held 240 shares of American Electric Power worth $31K as of Q1 2026.
  • Ogorek Anthony Joseph left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #219 holding.
  • Ogorek Anthony Joseph first reported a position in American Electric Power in Q3 2020 and has held it in 23 quarters since.
  • Ogorek Anthony Joseph's American Electric Power position peaked at $2.68M in Q4 2021.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.