Riverwater Partners’s American Electric Power AEP Stock Holding History

Riverwater Partners’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	$231K	Sell	1,763 -32	-2%	-$4K	0.08%	204
2025 Q4	$207K	Sell	1,795 -24	-1%	-$2.83K	0.08%	207
2025 Q3	$205K	Buy	+1,819	New	+$199K	0.08%	210
2025 Q2	–	Sell	-1,847	Closed	-$202K	–	203
2025 Q1	$202K	Buy	+1,847	New	+$187K	0.1%	197
2023 Q2	–	Sell	-2,280	Closed	-$207K	–	189
2023 Q1	$207K	Sell	2,280 -132	-5%	-$12.1K	0.19%	172
2022 Q4	$229K	Buy	2,412 +4	+0.2%	+$364	0.2%	170
2022 Q3	$208K	Buy	2,408 +25	+1%	+$2.47K	0.21%	168
2022 Q2	$229K	Sell	2,383 -29	-1%	-$2.87K	0.23%	157
2022 Q1	$241K	Buy	2,412 +95	+4%	+$8.68K	0.4%	94
2021 Q4	$206K	Buy	+2,317	New	+$195K	0.18%	199

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

Riverwater Partners's AEP Position: Q1 2026 in Review

Riverwater Partners reduced its American Electric Power (AEP) stake by 1.8% in Q1 2026, selling an estimated $4K and leaving 1,763 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #204.

Riverwater Partners first reported a position in AEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $241K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Riverwater Partners held 1,763 shares of American Electric Power worth $231K as of Q1 2026.
Riverwater Partners sold 32 American Electric Power shares in Q1 2026, an estimated $4K.
American Electric Power made up 0.08% of Riverwater Partners's portfolio in Q1 2026, its #204 holding.
Riverwater Partners first reported a position in American Electric Power in Q4 2021 and has held it in 10 quarters since.
Riverwater Partners's American Electric Power position peaked at $241K in Q1 2022.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.