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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ray Dalio's AEP Position: Q1 2026 in Review

Ray Dalio opened a new position in American Electric Power (AEP) in Q1 2026: 51,869 shares worth $6.8M. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: Ray Dalio previously reported a position in AEP as recently as Q4 2022.

Ray Dalio first reported a position in AEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $25.2M in Q2 2022. 1,928 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Ray Dalio held 51,869 shares of American Electric Power worth $6.8M as of Q1 2026.
  • American Electric Power was a new Ray Dalio position in Q1 2026.
  • American Electric Power made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #345 holding.
  • Ray Dalio first reported a position in American Electric Power in Q2 2013 and has held it in 17 quarters since.
  • Ray Dalio's American Electric Power position peaked at $25.2M in Q2 2022.
  • 1,928 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.