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Tortoise Investment Management’s American Electric Power AEP Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-843
Closed -$94.9K – 265
2025
Q3 		$94.9K Buy
843
+4
+0.5% +$438 0.01% 318
2025
Q2 		$87.1K Buy
839
+8
+1% +$832 0.01% 310
2025
Q1 		$90.8K Hold
831
– – 0.01% 304
2024
Q4 		$76.6K Hold
831
– – 0.01% 346
2024
Q3 		$85.3K Buy
831
+7
+0.8% +$683 0.01% 334
2024
Q2 		$72.3K Sell
824
-36
-4% -$3.15K 0.01% 339
2024
Q1 		$74K Buy
860
+326
+61% +$26.5K 0.01% 329
2023
Q4 		$43.4K Sell
534
-10
-2% -$776 0.01% 373
2023
Q3 		$40.9K Sell
544
-18
-3% -$1.47K 0.01% 366
2023
Q2 		$47.3K Hold
562
– – 0.01% 353
2023
Q1 		$51.1K Buy
562
+10
+2% +$915 0.01% 336
2022
Q4 		$52.4K Buy
552
+12
+2% +$1.09K 0.01% 329
2022
Q3 		$47K Hold
540
– – 0.01% 323
2022
Q2 		$52K Buy
540
+58
+12% +$5.75K 0.01% 293
2022
Q1 		$48K Sell
482
-199
-29% -$18.2K 0.01% 308
2021
Q4 		$61K Sell
681
-16
-2% -$1.35K 0.01% 275
2021
Q3 		$57K Hold
697
– – 0.01% 262
2021
Q2 		$59K Hold
697
– – 0.01% 253
2021
Q1 		$59K Hold
697
– – 0.01% 238
2020
Q4 		$58K Hold
697
– – 0.01% 225
2020
Q3 		$57K Buy
697
+200
+40% +$16.5K 0.01% 215
2020
Q2 		$40K Buy
497
+282
+131% +$23K 0.01% 242
2020
Q1 		$17K Hold
215
– – ﹤0.01% 306
2019
Q4 		$20K Hold
215
– – ﹤0.01% 322
2019
Q3 		$20K Hold
215
– – 0.01% 315
2019
Q2 		$19K Hold
215
– – ﹤0.01% 345
2019
Q1 		$18K Hold
215
– – ﹤0.01% 335
2018
Q4 		$16K Hold
215
– – ﹤0.01% 333
2018
Q3 		$15K Hold
215
– – ﹤0.01% 354
2018
Q2 		$15K Hold
215
– – ﹤0.01% 366
2018
Q1 		$15K Hold
215
– – ﹤0.01% 349
2017
Q4 		$16K Buy
+215
New +$16.1K ﹤0.01% 337

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Tortoise Investment Management's AEP Position: Q4 2025 in Review

Tortoise Investment Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 843 shares — an estimated $94.9K sold.

Tortoise Investment Management first reported a position in AEP in Q4 2017 and held it in 32 quarters. The position peaked at $94.9K in Q3 2025. 1,857 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Tortoise Investment Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 843 American Electric Power shares in Q4 2025, an estimated $94.9K.
  • Tortoise Investment Management first reported a position in American Electric Power in Q4 2017 and held it in 32 quarters.
  • Tortoise Investment Management's American Electric Power position peaked at $94.9K in Q3 2025.
  • 1,857 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.