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Osterweis Capital Management’s American Electric Power AEP Stock Holding History

Osterweis 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
2025
Q4 		– Sell
-310
Closed -$34.9K – 288
2025
Q3 		$34.9K Hold
310
– – ﹤0.01% 228
2025
Q2 		$32.2K Buy
310
+300
+3,000% +$31.2K ﹤0.01% 240
2025
Q1 		$1.09K Buy
+10
New +$1.01K ﹤0.01% 226

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Osterweis Capital Management's AEP Position: Q4 2025 in Review

Osterweis Capital Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 310 shares — an estimated $34.9K sold.

Osterweis Capital Management first reported a position in AEP in Q1 2025 and held it in 3 quarters. The position peaked at $34.9K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Osterweis Capital Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 310 American Electric Power shares in Q4 2025, an estimated $34.9K.
  • Osterweis Capital Management first reported a position in American Electric Power in Q1 2025 and held it in 3 quarters.
  • Osterweis Capital Management's American Electric Power position peaked at $34.9K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.