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
2026 Q2	$1.11M	Buy	+8,113	New	+$1.07M	0.06%	183
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Global Investments's AEP Position: Q2 2026 in Review

Summit Global Investments opened a new position in American Electric Power (AEP) in Q2 2026: 8,113 shares worth $1.11M. The stake represents 0.06% of the portfolio and ranks #183 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in AEP as recently as Q1 2025.

Summit Global Investments first reported a position in AEP in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.61M in Q4 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Summit Global Investments held 8,113 shares of American Electric Power worth $1.11M as of Q2 2026.
American Electric Power was a new Summit Global Investments position in Q2 2026.
American Electric Power made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #183 holding.
Summit Global Investments first reported a position in American Electric Power in Q2 2022 and has held it in 13 quarters since.
Summit Global Investments's American Electric Power position peaked at $3.61M in Q4 2024.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.