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Summit Global Investments’s American Electric Power AEP Stock Holding History

Summit Global Investments’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
2025
Q2 		– Sell
-15,408
Closed -$1.68M – 460
2025
Q1 		$1.68M Sell
15,408
-23,703
-61% -$2.4M 0.12% 102
2024
Q4 		$3.61M Buy
39,111
+25,178
+181% +$2.44M 0.23% 91
2024
Q3 		$1.43M Sell
13,933
-346
-2% -$33.8K 0.09% 180
2024
Q2 		$1.25M Buy
14,279
+10,454
+273% +$915K 0.08% 198
2024
Q1 		$329K Sell
3,825
-52
-1% -$4.23K 0.02% 392
2023
Q4 		$315K Sell
3,877
-21,225
-85% -$1.65M 0.02% 421
2023
Q3 		$1.89M Sell
25,102
-2,130
-8% -$173K 0.13% 129
2023
Q2 		$2.29M Buy
27,232
+7,690
+39% +$679K 0.15% 126
2023
Q1 		$1.78M Buy
19,542
+92
+0.5% +$8.42K 0.14% 150
2022
Q4 		$1.85M Buy
19,450
+15
+0.1% +$1.36K 0.16% 147
2022
Q3 		$1.68M Sell
19,435
-175
-0.9% -$17.3K 0.16% 145
2022
Q2 		$1.88M Buy
+19,610
New +$1.94M 0.17% 137

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Summit Global Investments's AEP Position: Q2 2025 in Review

Summit Global Investments sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 15,408 shares — an estimated $1.68M sold.

Summit Global Investments first reported a position in AEP in Q2 2022 and held it in 12 quarters. The position peaked at $3.61M in Q4 2024. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Summit Global Investments reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 15,408 American Electric Power shares in Q2 2025, an estimated $1.68M.
  • Summit Global Investments first reported a position in American Electric Power in Q2 2022 and held it in 12 quarters.
  • Summit Global Investments's American Electric Power position peaked at $3.61M in Q4 2024.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.