SHGA
AEP icon

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
Q2 		$8.21M Sell
60,029
-669
-1% -$88.1K 0.25% 50
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
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 $3.37T AUM 44.26% 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

Sand Hill Global Advisors's AEP Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its American Electric Power (AEP) stake by 1.1% in Q2 2026, selling an estimated $88.1K and leaving 60,029 shares worth $8.21M. The position accounts for 0.25% of the portfolio, ranked #50.

Sand Hill Global Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sand Hill Global Advisors held 60,029 shares of American Electric Power worth $8.21M as of Q2 2026.
  • Sand Hill Global Advisors sold 669 American Electric Power shares in Q2 2026, an estimated $88.1K.
  • American Electric Power made up 0.25% of Sand Hill Global Advisors's portfolio in Q2 2026, its #50 holding.
  • Sand Hill Global Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.