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R Squared’s American Electric Power AEP Stock Holding History

R Squared’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 		$367K Sell
2,681
-4,028
-60% -$531K 0.19% 161
2026
Q1 		$879K Buy
6,709
+346
+5% +$43.3K 0.48% 33
2025
Q4 		$734K Buy
6,363
+3,383
+114% +$400K 0.34% 62
2025
Q3 		$335K Sell
2,980
-2,100
-41% -$230K 0.14% 229
2025
Q2 		$527K Buy
5,080
+2,300
+83% +$239K 0.29% 97
2025
Q1 		$304K Buy
2,780
+1,530
+122% +$155K 0.32% 126
2024
Q4 		$115K Buy
+1,250
New +$121K 0.11% 233

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

R Squared's AEP Position: Q2 2026 in Review

R Squared reduced its American Electric Power (AEP) stake by 60% in Q2 2026, selling an estimated $531K and leaving 2,681 shares worth $367K. The position accounts for 0.19% of the portfolio, ranked #161.

R Squared first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $879K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • R Squared held 2,681 shares of American Electric Power worth $367K as of Q2 2026.
  • R Squared sold 4,028 American Electric Power shares in Q2 2026, an estimated $531K.
  • American Electric Power made up 0.19% of R Squared's portfolio in Q2 2026, its #161 holding.
  • R Squared first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • R Squared's American Electric Power position peaked at $879K in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.