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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
Q2 		$10.2M Buy
74,758
+11,247
+18% +$1.48M 1.28% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TrueMark Investments's AEP Position: Q2 2026 in Review

TrueMark Investments increased its American Electric Power (AEP) stake by 18% in Q2 2026, buying an estimated $1.48M and bringing the position to 74,758 shares worth $10.2M. The position accounts for 1.28% of the portfolio, ranked #26.

TrueMark Investments first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • TrueMark Investments held 74,758 shares of American Electric Power worth $10.2M as of Q2 2026.
  • TrueMark Investments bought 11,247 American Electric Power shares in Q2 2026, an estimated $1.48M.
  • American Electric Power made up 1.28% of TrueMark Investments's portfolio in Q2 2026, its #26 holding.
  • TrueMark Investments first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.