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

Quest 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 		$205K Sell
1,500
-749
-33% -$98.7K 0.02% 113
2026
Q1 		$295K Sell
2,249
-100
-4% -$12.5K 0.03% 107
2025
Q4 		$271K Sell
2,349
-104
-4% -$12.3K 0.03% 114
2025
Q3 		$276K Buy
2,453
+1
+0% +$109 0.03% 119
2025
Q2 		$254K Buy
+2,452
New +$255K 0.03% 116

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

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

Quest Investment Management reduced its American Electric Power (AEP) stake by 33% in Q2 2026, selling an estimated $98.7K and leaving 1,500 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #113.

Quest Investment Management first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $295K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Quest Investment Management held 1,500 shares of American Electric Power worth $205K as of Q2 2026.
  • Quest Investment Management sold 749 American Electric Power shares in Q2 2026, an estimated $98.7K.
  • American Electric Power made up 0.02% of Quest Investment Management's portfolio in Q2 2026, its #113 holding.
  • Quest Investment Management first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • Quest Investment Management's American Electric Power position peaked at $295K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.