Ray Dalio
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Ray Dalio’s American Electric Power AEP Stock Holding History

Ray Dalio’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 		$21.8M Buy
159,591
+107,722
+208% +$14.2M 0.09% 186
2026
Q1 		$6.8M Buy
+51,869
New +$6.49M 0.03% 345
2023
Q1 		– Sell
-167,136
Closed -$15.9M – 714
2022
Q4 		$15.9M Buy
167,136
+53,765
+47% +$4.89M 0.09% 182
2022
Q3 		$9.8M Sell
113,371
-149,632
-57% -$14.8M 0.05% 256
2022
Q2 		$25.2M Buy
263,003
+120,795
+85% +$12M 0.11% 165
2022
Q1 		$14.2M Buy
142,208
+116,623
+456% +$10.7M 0.06% 228
2021
Q4 		$2.28M Buy
+25,585
New +$2.16M 0.01% 442
2020
Q3 		– Sell
-8,176
Closed -$651K – 434
2020
Q2 		$651K Sell
8,176
-6,353
-44% -$519K 0.01% 229
2020
Q1 		$1.16M Buy
+14,529
New +$1.37M 0.02% 183
2015
Q4 		– Sell
-16,616
Closed -$945K – 266
2015
Q3 		$945K Sell
16,616
-77,800
-82% -$4.32M 0.01% 244
2015
Q2 		$5M Buy
94,416
+63,300
+203% +$3.5M 0.05% 104
2015
Q1 		$1.75M Buy
+31,116
New +$1.85M 0.01% 192
2014
Q4 		– Sell
-18,005
Closed -$940K – 336
2014
Q3 		$940K Sell
18,005
-18,500
-51% -$978K 0.01% 225
2014
Q2 		$2.04M Buy
36,505
+27,092
+288% +$1.43M 0.02% 179
2014
Q1 		$477K Buy
9,413
+5,100
+118% +$248K ﹤0.01% 290
2013
Q4 		$202K Sell
4,313
-56,200
-93% -$2.59M ﹤0.01% 292
2013
Q3 		$2.62M Buy
60,513
+50,200
+487% +$2.23M 0.02% 151
2013
Q2 		$462K Buy
+10,313
New +$495K ﹤0.01% 259

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 $3.38T AUM 44.17% 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

Ray Dalio's AEP Position: Q2 2026 in Review

Ray Dalio increased its American Electric Power (AEP) stake by 208% in Q2 2026, buying an estimated $14.2M and bringing the position to 159,591 shares worth $21.8M. The position accounts for 0.09% of the portfolio, ranked #186.

Ray Dalio first reported a position in AEP in Q2 2013 and has held it in 18 quarters since. The position peaked at $25.2M in Q2 2022. 1,988 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Ray Dalio held 159,591 shares of American Electric Power worth $21.8M as of Q2 2026.
  • Ray Dalio bought 107,722 American Electric Power shares in Q2 2026, an estimated $14.2M.
  • American Electric Power made up 0.09% of Ray Dalio's portfolio in Q2 2026, its #186 holding.
  • Ray Dalio first reported a position in American Electric Power in Q2 2013 and has held it in 18 quarters since.
  • Ray Dalio's American Electric Power position peaked at $25.2M in Q2 2022.
  • 1,988 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.