UBS AM
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UBS AM’s American Electric Power AEP Stock Holding History

UBS AM’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 		$316M Sell
2,310,019
-740,776
-24% -$97.6M 0.06% 283
2026
Q1 		$400M Buy
3,050,795
+154,670
+5% +$19.4M 0.08% 216
2025
Q4 		$334M Buy
2,896,125
+623,340
+27% +$73.6M 0.07% 246
2025
Q3 		$256M Sell
2,272,785
-378,264
-14% -$41.4M 0.06% 302
2025
Q2 		$275M Buy
2,651,049
+2,432,690
+1,114% +$253M 0.06% 317
2025
Q1 		$23.9M Sell
218,359
-1,745,600
-89% -$177M 0.01% 885
2024
Q4 		$181M Sell
1,963,959
-40,758
-2% -$3.94M 0.04% 379
2024
Q3 		$206M Sell
2,004,717
-57,283
-3% -$5.59M 0.05% 342
2024
Q2 		$181M Buy
2,062,000
+151,401
+8% +$13.2M 0.05% 325
2024
Q1 		$165M Sell
1,910,599
-1,403
-0.1% -$114K 0.06% 320
2023
Q4 		$155M Buy
1,912,002
+138,741
+8% +$10.8M 0.06% 320
2023
Q3 		$133M Sell
1,773,261
-186,630
-10% -$15.2M 0.06% 334
2023
Q2 		$178M Hold
1,959,891
– – 0.09% 246
2023
Q1 		$178M Sell
1,959,891
-189,979
-9% -$17.4M 0.09% 246
2022
Q4 		$190M Buy
2,149,870
+386,138
+22% +$35.2M 0.1% 227
2022
Q3 		$152M Buy
1,763,732
+115,735
+7% +$11.4M 0.09% 259
2022
Q2 		$158M Sell
1,647,997
-378,250
-19% -$37.5M 0.08% 263
2022
Q1 		$202M Buy
2,026,247
+466,535
+30% +$42.6M 0.09% 251
2021
Q4 		$139M Buy
1,559,712
+98,591
+7% +$8.32M 0.05% 364
2021
Q3 		$119M Sell
1,461,121
-130,764
-8% -$11.4M 0.05% 377
2021
Q2 		$135M Sell
1,591,885
-101,299
-6% -$8.72M 0.06% 354
2021
Q1 		$143M Sell
1,693,184
-125,882
-7% -$10.1M 0.06% 322
2020
Q4 		$151M Buy
1,819,066
+122,076
+7% +$10.6M 0.07% 291
2020
Q3 		$139M Buy
1,696,990
+60,354
+4% +$4.97M 0.07% 257
2020
Q2 		$130M Sell
1,636,636
-206,483
-11% -$16.9M 0.08% 245
2020
Q1 		$147M Sell
1,843,119
-66,953
-4% -$6.33M 0.11% 199
2019
Q4 		$181M Sell
1,910,072
-26,837
-1% -$2.48M 0.11% 195
2019
Q3 		$181M Sell
1,936,909
-18,523
-0.9% -$1.68M 0.12% 179
2019
Q2 		$172M Buy
1,955,432
+67,304
+4% +$5.8M 0.12% 186
2019
Q1 		$158M Sell
1,888,128
-185,342
-9% -$14.7M 0.12% 194
2018
Q4 		$155M Buy
2,073,470
+39,035
+2% +$2.93M 0.13% 172
2018
Q3 		$144M Sell
2,034,435
-80,000
-4% -$5.69M 0.11% 217
2018
Q2 		$146M Buy
2,114,435
+94,440
+5% +$6.36M 0.11% 211
2018
Q1 		$139M Buy
2,019,995
+192,179
+11% +$12.9M 0.11% 220
2017
Q4 		$134M Buy
1,827,816
+102,915
+6% +$7.69M 0.11% 201
2017
Q3 		$121M Buy
1,724,901
+53,659
+3% +$3.82M 0.11% 213
2017
Q2 		$116M Buy
1,671,242
+83,907
+5% +$5.83M 0.11% 213
2017
Q1 		$107M Buy
1,587,335
+29,129
+2% +$1.89M 0.11% 215
2016
Q4 		$98.1M Sell
1,558,206
-53,689
-3% -$3.31M 0.11% 208
2016
Q3 		$103M Buy
1,611,895
+141,215
+10% +$9.5M 0.11% 210
2016
Q2 		$103M Sell
1,470,680
-80,218
-5% -$5.25M 0.12% 195
2016
Q1 		$103M Sell
1,550,898
-86,159
-5% -$5.33M 0.12% 186
2015
Q4 		$95.4M Sell
1,637,057
-240,240
-13% -$13.6M 0.11% 209
2015
Q3 		$107M Sell
1,877,297
-68,700
-4% -$3.81M 0.12% 195
2015
Q2 		$103M Buy
1,945,997
+18,602
+1% +$1.03M 0.1% 232
2015
Q1 		$108M Sell
1,927,395
-129,107
-6% -$7.66M 0.1% 223
2014
Q4 		$125M Sell
2,056,502
-72,760
-3% -$4.16M 0.12% 199
2014
Q3 		$111M Buy
2,129,262
+185,460
+10% +$9.81M 0.11% 203
2014
Q2 		$108M Buy
1,943,802
+2,386
+0.1% +$126K 0.11% 216
2014
Q1 		$98.4M Buy
1,941,416
+284,631
+17% +$13.8M 0.1% 223
2013
Q4 		$77.4M Buy
1,656,785
+77,838
+5% +$3.59M 0.09% 252
2013
Q3 		$68.4M Buy
1,578,947
+20,124
+1% +$895K 0.08% 265
2013
Q2 		$69.8M Buy
+1,558,823
New +$74.8M 0.09% 250

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

UBS AM's AEP Position: Q2 2026 in Review

UBS AM reduced its American Electric Power (AEP) stake by 24% in Q2 2026, selling an estimated $97.6M and leaving 2,310,019 shares worth $316M. The position accounts for 0.06% of the portfolio, ranked #283.

UBS AM first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $400M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • UBS AM held 2,310,019 shares of American Electric Power worth $316M as of Q2 2026.
  • UBS AM sold 740,776 American Electric Power shares in Q2 2026, an estimated $97.6M.
  • American Electric Power made up 0.06% of UBS AM's portfolio in Q2 2026, its #283 holding.
  • UBS AM first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's American Electric Power position peaked at $400M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.