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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
Q2 		$38.5M Buy
281,488
+125
+0% +$16.5K 3.01% 8
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 $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

Stack Financial Management's AEP Position: Q2 2026 in Review

Stack Financial Management increased its American Electric Power (AEP) stake by 0.04% in Q2 2026, buying an estimated $16.5K and bringing the position to 281,488 shares worth $38.5M. The position accounts for 3.01% of the portfolio, ranked #8.

Stack Financial Management first reported a position in AEP in Q3 2022 and has held it in 16 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Stack Financial Management held 281,488 shares of American Electric Power worth $38.5M as of Q2 2026.
  • Stack Financial Management bought 125 American Electric Power shares in Q2 2026, an estimated $16.5K.
  • American Electric Power made up 3.01% of Stack Financial Management's portfolio in Q2 2026, its #8 holding.
  • Stack Financial Management first reported a position in American Electric Power in Q3 2022 and has held it in 16 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.