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

Rakuten 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 Q1	–	Sell	-99,223	Closed	-$11.5M	–	474
2025 Q4	$11.5M	Buy	99,223 +67,103	+209%	+$7.93M	0.04%	139
2025 Q3	$3.33M	Buy	+32,120	New	+$3.51M	0.01%	310
2025 Q1	$7.29M	Buy	+68,196	New	+$6.91M	0.03%	146
2024 Q3	$4.29M	Buy	42,163 +11,077	+36%	+$1.08M	0.03%	129
2024 Q2	$2.74M	Buy	31,086 +11,899	+62%	+$1.04M	0.02%	140
2024 Q1	$1.65M	Buy	19,187 +17,894	+1,384%	+$1.45M	0.01%	149
2023 Q4	$105K	Buy	+1,293	New	+$100K	﹤0.01%	176

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Rakuten Investment Management's AEP Position: Q1 2026 in Review

Rakuten Investment Management sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 99,223 shares — an estimated $11.5M sold.

Rakuten Investment Management first reported a position in AEP in Q4 2023 and held it in 7 quarters. The position peaked at $11.5M in Q4 2025. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Rakuten Investment Management reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 99,223 American Electric Power shares in Q1 2026, an estimated $11.5M.
Rakuten Investment Management first reported a position in American Electric Power in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's American Electric Power position peaked at $11.5M in Q4 2025.
1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.