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Stack Financial Management’s American Electric Power AEP Stock Holding History

Stack Financial 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 		$36.9M Sell
281,363
-1,236
-0.4% -$155K 2.71% 9
2025
Q4 		$32.6M Sell
282,599
-5,055
-2% -$597K 2.49% 10
2025
Q3 		$32.4M Sell
287,654
-3,715
-1% -$406K 2.69% 10
2025
Q2 		$30.2M Sell
291,369
-4,623
-2% -$481K 2.67% 11
2025
Q1 		$32.3M Sell
295,992
-3,433
-1% -$348K 2.69% 10
2024
Q4 		$27.6M Buy
299,425
+108,389
+57% +$10.5M 2.53% 10
2024
Q3 		$19.6M Sell
191,036
-1,604
-0.8% -$157K 1.76% 26
2024
Q2 		$16.9M Sell
192,640
-768
-0.4% -$67.2K 1.57% 28
2024
Q1 		$16.7M Buy
193,408
+28,897
+18% +$2.35M 1.53% 29
2023
Q4 		$13.4M Sell
164,511
-32,199
-16% -$2.5M 1.51% 31
2023
Q3 		$14.8M Buy
196,710
+2,140
+1% +$174K 1.72% 28
2023
Q2 		$16.4M Buy
194,570
+2,950
+2% +$261K 1.83% 26
2023
Q1 		$17.4M Buy
191,620
+9,983
+5% +$913K 2.12% 24
2022
Q4 		$17.2M Sell
181,637
-2,336
-1% -$213K 1.73% 26
2022
Q3 		$15.9M Buy
+183,973
New +$18.2M 1.67% 25

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

Stack Financial Management's AEP Position: Q1 2026 in Review

Stack Financial Management reduced its American Electric Power (AEP) stake by 0.44% in Q1 2026, selling an estimated $155K and leaving 281,363 shares worth $36.9M. The position accounts for 2.71% of the portfolio, ranked #9.

Stack Financial Management first reported a position in AEP in Q3 2022 and has held it in 15 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Stack Financial Management held 281,363 shares of American Electric Power worth $36.9M as of Q1 2026.
  • Stack Financial Management sold 1,236 American Electric Power shares in Q1 2026, an estimated $155K.
  • American Electric Power made up 2.71% of Stack Financial Management's portfolio in Q1 2026, its #9 holding.
  • Stack Financial Management first reported a position in American Electric Power in Q3 2022 and has held it in 15 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.