UBS O'Connor’s American Electric Power AEP Stock Holding History

UBS O'Connor’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	$15M	Buy	130,250 +88,250	+210%	+$10.4M	0.4%	23
2025 Q3	$4.72M	Buy	+42,000	New	+$4.6M	0.14%	71
2024 Q3	–	Sell	-91,000	Closed	-$7.98M	–	501
2024 Q2	$7.98M	Buy	+91,000	New	+$7.96M	0.22%	62
2015 Q2	–	Sell	-124,854	Closed	-$7.02M	–	770
2015 Q1	$7.02M	Sell	124,854 -30,501	-20%	-$1.81M	0.07%	256
2014 Q4	$9.43M	Sell	155,355 -110,143	-41%	-$6.3M	0.16%	152
2014 Q3	$13.9M	Buy	+265,498	New	+$14M	0.24%	126
2014 Q2	–	Sell	-438,650	Closed	-$22.2M	–	435
2014 Q1	$22.2M	Buy	438,650 +57,851	+15%	+$2.81M	0.42%	79
2013 Q4	$17.8M	Buy	380,799 +236,648	+164%	+$10.9M	0.33%	109
2013 Q3	$6.25M	Buy	+144,151	New	+$6.41M	0.13%	189

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS O'Connor's AEP Position: Q4 2025 in Review

UBS O'Connor increased its American Electric Power (AEP) stake by 210% in Q4 2025, buying an estimated $10.4M and bringing the position to 130,250 shares worth $15M. The position accounts for 0.4% of the portfolio, ranked #23.

UBS O'Connor first reported a position in AEP in Q3 2013 and has held it in 9 quarters since. The position peaked at $22.2M in Q1 2014. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

UBS O'Connor held 130,250 shares of American Electric Power worth $15M as of Q4 2025.
UBS O'Connor bought 88,250 American Electric Power shares in Q4 2025, an estimated $10.4M.
American Electric Power made up 0.4% of UBS O'Connor's portfolio in Q4 2025, its #23 holding.
UBS O'Connor first reported a position in American Electric Power in Q3 2013 and has held it in 9 quarters since.
UBS O'Connor's American Electric Power position peaked at $22.2M in Q1 2014.
1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.