Tortoise Capital Advisors’s American Electric Power AEP Stock Holding History

Tortoise Capital Advisors’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	$42.2M	Buy	+308,617	New	+$40.7M	0.43%	35
2024 Q4	–	Sell	-222,426	Closed	-$22.8M	–	52
2024 Q3	$22.8M	Sell	222,426 -3,595	-2%	-$351K	0.29%	38
2024 Q2	$19.8M	Sell	226,021 -32,152	-12%	-$2.81M	0.26%	41
2024 Q1	$22.2M	Sell	258,173 -190,979	-43%	-$15.5M	0.31%	37
2023 Q4	$36.5M	Buy	449,152 +18,853	+4%	+$1.46M	0.56%	30
2023 Q3	$32.4M	Sell	430,299 -10,067	-2%	-$819K	0.49%	29
2023 Q2	$37.1M	Buy	440,366 +42,181	+11%	+$3.73M	0.57%	29
2023 Q1	$36.2M	Buy	398,185 +10,427	+3%	+$954K	0.54%	30
2022 Q4	$36.8M	Sell	387,758 -103,332	-21%	-$9.41M	0.55%	30
2022 Q3	$42.5M	Sell	491,090 -19,784	-4%	-$1.96M	0.67%	29
2022 Q2	$49M	Sell	510,874 -12,154	-2%	-$1.2M	0.77%	25
2022 Q1	$52.2M	Buy	523,028 +382	+0.1%	+$34.9K	0.69%	27
2021 Q4	$46.5M	Buy	522,646 +334,721	+178%	+$28.2M	0.7%	27
2021 Q3	$15.3M	Buy	+187,925	New	+$16.4M	0.25%	38
2020 Q3	–	Sell	-3,519	Closed	-$280K	–	109
2020 Q2	$280K	Buy	3,519 +1,194	+51%	+$97.5K	﹤0.01%	85
2020 Q1	$186K	Sell	2,325 -3,937	-63%	-$372K	﹤0.01%	107
2019 Q4	$592K	Buy	+6,262	New	+$578K	﹤0.01%	91

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

Tortoise Capital Advisors's AEP Position: Q2 2026 in Review

Tortoise Capital Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 308,617 shares worth $42.2M. The stake represents 0.43% of the portfolio and ranks #35 among its holdings. This is a return to the name: Tortoise Capital Advisors previously reported a position in AEP as recently as Q3 2024.

Tortoise Capital Advisors first reported a position in AEP in Q4 2019 and has held it in 17 quarters since. The position peaked at $52.2M in Q1 2022. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Tortoise Capital Advisors held 308,617 shares of American Electric Power worth $42.2M as of Q2 2026.
American Electric Power was a new Tortoise Capital Advisors position in Q2 2026.
American Electric Power made up 0.43% of Tortoise Capital Advisors's portfolio in Q2 2026, its #35 holding.
Tortoise Capital Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 17 quarters since.
Tortoise Capital Advisors's American Electric Power position peaked at $52.2M in Q1 2022.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.