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Sentry Investment Management’s American Electric Power AEP Stock Holding History

Sentry Investment Management’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 		– Sell
-1,312
Closed -$151K – 15
2025
Q4 		$151K Hold
1,312
– – 0.1% 177
2025
Q3 		$155K Sell
1,312
-346
-21% -$37.9K 0.1% 173
2025
Q2 		$172K Hold
1,658
– – 0.09% 197
2025
Q1 		$168K Buy
+1,658
New +$168K 0.11% 179
2024
Q3 		– Sell
-2,237
Closed -$196K – 479
2024
Q2 		$196K Sell
2,237
-458
-17% -$40.1K 0.09% 203
2024
Q1 		$232K Hold
2,695
– – 0.09% 213
2023
Q4 		$219K Sell
2,695
-290
-10% -$22.5K 0.09% 210
2023
Q3 		$225K Sell
2,985
-115
-4% -$9.36K 0.11% 186
2023
Q2 		$261K Buy
+3,100
New +$274K 0.1% 216
2023
Q1 		– Sell
-3,406
Closed -$323K – 467
2022
Q4 		$323K Sell
3,406
-64
-2% -$5.83K 0.14% 168
2022
Q3 		$300K Hold
3,470
– – 0.14% 158
2022
Q2 		$333K Sell
3,470
-536
-13% -$53.1K 0.15% 144
2022
Q1 		$400K Sell
4,006
-674
-14% -$61.6K 0.13% 168
2021
Q4 		$416K Hold
4,680
– – 0.11% 197
2021
Q3 		$380K Sell
4,680
-684
-13% -$59.7K 0.11% 195
2021
Q2 		$454K Hold
5,364
– – 0.12% 178
2021
Q1 		$454K Sell
5,364
-25,586
-83% -$2.06M 0.13% 174
2020
Q4 		$2.58M Hold
30,950
– – 0.13% 162
2020
Q3 		$2.53M Buy
30,950
+2,837
+10% +$234K 0.14% 156
2020
Q2 		$2.24M Sell
28,113
-2,159
-7% -$176K 0.14% 166
2020
Q1 		$2.42M Buy
30,272
+1,672
+6% +$158K 0.18% 137
2019
Q4 		$2.7M Hold
28,600
– – 0.16% 155
2019
Q3 		$2.68M Hold
28,600
– – 0.18% 151
2019
Q2 		$2.52M Hold
28,600
– – 0.17% 154
2019
Q1 		$2.4M Sell
28,600
-2,537
-8% -$202K 0.17% 154
2018
Q4 		$2.33M Sell
31,137
-806
-3% -$60.5K 0.17% 151
2018
Q3 		$2.26M Hold
31,943
– – 0.14% 176
2018
Q2 		$2.21M Sell
31,943
-3,517
-10% -$237K 0.14% 176
2018
Q1 		$2.43M Sell
35,460
-3,398
-9% -$229K 0.15% 181
2017
Q4 		$2.86M Hold
38,858
– – 0.16% 161
2017
Q3 		$2.73M Hold
38,858
– – 0.1% 171
2017
Q2 		$2.7M Buy
38,858
+11,877
+44% +$825K 0.11% 165
2017
Q1 		$1.81M Sell
26,981
-1,328
-5% -$86K 0.07% 219
2016
Q4 		$1.78M Hold
28,309
– – 0.07% 222
2016
Q3 		$1.82M Sell
28,309
-9,483
-25% -$638K 0.08% 212
2016
Q2 		$2.65M Hold
37,792
– – 0.12% 137
2016
Q1 		$2.51M Buy
37,792
+547
+1% +$33.8K 0.11% 144
2015
Q4 		$2.17M Buy
37,245
+11,928
+47% +$676K 0.1% 166
2015
Q3 		$1.44M Hold
25,317
– – 0.07% 210
2015
Q2 		$1.34M Sell
25,317
-2,205
-8% -$122K 0.06% 241
2015
Q1 		$1.55M Buy
27,522
+3,386
+14% +$201K 0.07% 201
2014
Q4 		$1.47M Hold
24,136
– – 0.07% 206
2014
Q3 		$1.26M Sell
24,136
-2,976
-11% -$157K 0.06% 210
2014
Q2 		$1.51M Buy
27,112
+1,812
+7% +$95.6K 0.08% 197
2014
Q1 		$1.28M Sell
25,300
-967
-4% -$47K 0.07% 210
2013
Q4 		$1.23M Sell
26,267
-20,900
-44% -$964K 0.07% 216
2013
Q3 		$2.04M Buy
47,167
+7,600
+19% +$338K 0.12% 133
2013
Q2 		$1.77M Buy
+39,567
New +$1.9M 0.1% 103

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sentry Investment Management's AEP Position: Q1 2026 in Review

Sentry Investment Management sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 1,312 shares — an estimated $151K sold.

Sentry Investment Management first reported a position in AEP in Q2 2013 and held it in 48 quarters. The position peaked at $2.86M in Q4 2017. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sentry Investment Management reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,312 American Electric Power shares in Q1 2026, an estimated $151K.
  • Sentry Investment Management first reported a position in American Electric Power in Q2 2013 and held it in 48 quarters.
  • Sentry Investment Management's American Electric Power position peaked at $2.86M in Q4 2017.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.