Sand Hill Global Advisors’s American Electric Power AEP Stock Holding History

Sand Hill Global Advisors’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	$7.96M	Sell	60,698 -150	-0.2%	-$18.8K	0.27%	46
2025 Q4	$7.02M	Sell	60,848 -557	-0.9%	-$65.8K	0.24%	63
2025 Q3	$6.91M	Sell	61,405 -546	-0.9%	-$59.7K	0.24%	60
2025 Q2	$6.43M	Buy	61,951 +1,804	+3%	+$188K	0.24%	63
2025 Q1	$6.57M	Buy	60,147 +1,247	+2%	+$126K	0.27%	55
2024 Q4	$5.43M	Sell	58,900 -268	-0.5%	-$25.9K	0.23%	66
2024 Q3	$6.07M	Sell	59,168 -1,118	-2%	-$109K	0.26%	64
2024 Q2	$5.29M	Buy	60,286 +21	+0%	+$1.84K	0.24%	63
2024 Q1	$5.19M	Buy	60,265 +455	+0.8%	+$37K	0.25%	62
2023 Q4	$4.86M	Buy	+59,810	New	+$4.64M	0.23%	65

Other funds holding AEP

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

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

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

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