Symmetry Partners’s American Electric Power AEP Stock Holding History

Symmetry Partners’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	$260K	Buy	1,899 +306	+19%	+$40.3K	0.01%	203
2026 Q1	$209K	Buy	+1,593	New	+$199K	0.01%	197
2024 Q3	–	Sell	-4,193	Closed	-$368K	–	100
2024 Q2	$368K	Hold	4,193	–	–	0.02%	355
2024 Q1	$361K	Hold	4,193	–	–	0.03%	372
2023 Q4	$341K	Sell	4,193 -371	-8%	-$28.8K	0.02%	362
2023 Q3	$343K	Sell	4,564 -355	-7%	-$28.9K	0.02%	402
2023 Q2	$414K	Hold	4,919	–	–	0.02%	389
2023 Q1	$448K	Sell	4,919 -5,680	-54%	-$520K	0.02%	358
2022 Q4	$1.01M	Buy	10,599 +5,680	+115%	+$517K	0.06%	184
2022 Q3	$425K	Hold	4,919	–	–	0.03%	348
2022 Q2	$472K	Hold	4,919	–	–	0.03%	337
2022 Q1	$491K	Hold	4,919	–	–	0.03%	366
2021 Q4	$438K	Hold	4,919	–	–	0.03%	433
2021 Q3	$408K	Hold	4,919	–	–	0.03%	483
2021 Q2	$416K	Hold	4,919	–	–	0.03%	487
2021 Q1	$417K	Sell	4,919 -500	-9%	-$40.3K	0.03%	463
2020 Q4	$451K	Sell	5,419 -870	-14%	-$75.5K	0.04%	398
2020 Q3	$514K	Buy	+6,289	New	+$518K	0.04%	313
2019 Q4	–	Sell	-10,837	Closed	-$1.01M	–	325
2019 Q3	$1.01M	Sell	10,837 -983	-8%	-$89.3K	0.21%	63
2019 Q2	$1.04M	Hold	11,820	–	–	0.21%	68
2019 Q1	$990K	Buy	+11,820	New	+$940K	0.17%	79

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 $3.37T AUM 44.26% 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

Symmetry Partners's AEP Position: Q2 2026 in Review

Symmetry Partners increased its American Electric Power (AEP) stake by 19% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,899 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #203.

Symmetry Partners first reported a position in AEP in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.04M in Q2 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Symmetry Partners held 1,899 shares of American Electric Power worth $260K as of Q2 2026.
Symmetry Partners bought 306 American Electric Power shares in Q2 2026, an estimated $40.3K.
American Electric Power made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #203 holding.
Symmetry Partners first reported a position in American Electric Power in Q1 2019 and has held it in 21 quarters since.
Symmetry Partners's American Electric Power position peaked at $1.04M in Q2 2019.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.