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TrueMark Investments’s American Electric Power AEP Stock Holding History

TrueMark 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
Q1 		$8.33M Buy
63,511
+3,599
+6% +$450K 1.62% 24
2025
Q4 		$6.91M Buy
59,912
+5,204
+10% +$615K 1.32% 31
2025
Q3 		$6.15M Buy
54,708
+3,733
+7% +$408K 1.07% 38
2025
Q2 		$5.29M Buy
50,975
+4,028
+9% +$419K 1.14% 20
2025
Q1 		$5.13M Buy
46,947
+4,177
+10% +$423K 1.34% 28
2024
Q4 		$3.94M Buy
42,770
+3,488
+9% +$338K 1.26% 32
2024
Q3 		$4.03M Sell
39,282
-15,554
-28% -$1.52M 1.29% 22
2024
Q2 		$4.81M Buy
54,836
+20,253
+59% +$1.77M 1.64% 7
2024
Q1 		$2.98M Sell
34,583
-628
-2% -$51.1K 2.73% 10
2023
Q4 		$2.86M Buy
+35,211
New +$2.73M 2.84% 5

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TrueMark Investments's AEP Position: Q1 2026 in Review

TrueMark Investments increased its American Electric Power (AEP) stake by 6% in Q1 2026, buying an estimated $450K and bringing the position to 63,511 shares worth $8.33M. The position accounts for 1.62% of the portfolio, ranked #24.

TrueMark Investments first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,922 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • TrueMark Investments held 63,511 shares of American Electric Power worth $8.33M as of Q1 2026.
  • TrueMark Investments bought 3,599 American Electric Power shares in Q1 2026, an estimated $450K.
  • American Electric Power made up 1.62% of TrueMark Investments's portfolio in Q1 2026, its #24 holding.
  • TrueMark Investments first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,922 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.