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Waters Parkerson & Co’s American Electric Power AEP Stock Holding History

Waters Parkerson & Co’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 		$11.3M Buy
85,975
+50,860
+145% +$6.36M 0.58% 45
2025
Q4 		$4.05M Buy
35,115
+14,425
+70% +$1.7M 0.2% 59
2025
Q3 		$2.33M Buy
20,690
+4,037
+24% +$442K 0.11% 77
2025
Q2 		$1.73M Buy
16,653
+950
+6% +$98.8K 0.09% 87
2025
Q1 		$1.72M Buy
15,703
+1,125
+8% +$114K 0.09% 84
2024
Q4 		$1.34M Buy
14,578
+310
+2% +$30K 0.07% 91
2024
Q3 		$1.46M Buy
14,268
+1,420
+11% +$139K 0.07% 90
2024
Q2 		$1.13M Buy
12,848
+15
+0.1% +$1.31K 0.06% 89
2024
Q1 		$1.1M Buy
12,833
+4,615
+56% +$375K 0.06% 91
2023
Q4 		$667K Buy
8,218
+695
+9% +$53.9K 0.04% 110
2023
Q3 		$566K Buy
7,523
+1,050
+16% +$85.4K 0.03% 114
2023
Q2 		$545K Hold
6,473
– – 0.03% 118
2023
Q1 		$589K Hold
6,473
– – 0.03% 109
2022
Q4 		$615K Buy
6,473
+33
+0.5% +$3K 0.04% 107
2022
Q3 		$557K Sell
6,440
-400
-6% -$39.5K 0.04% 107
2022
Q2 		$656K Sell
6,840
-500
-7% -$49.6K 0.04% 100
2022
Q1 		$732K Sell
7,340
-58
-0.8% -$5.3K 0.04% 102
2021
Q4 		$658K Sell
7,398
-611
-8% -$51.5K 0.03% 114
2021
Q3 		$650K Buy
8,009
+200
+3% +$17.5K 0.04% 112
2021
Q2 		$661K Hold
7,809
– – 0.04% 110
2021
Q1 		$661K Hold
7,809
– – 0.04% 106
2020
Q4 		$650K Hold
7,809
– – 0.04% 101
2020
Q3 		$638K Sell
7,809
-200
-2% -$16.5K 0.05% 96
2020
Q2 		$638K Sell
8,009
-415
-5% -$33.9K 0.05% 91
2020
Q1 		$674K Sell
8,424
-135
-2% -$12.8K 0.07% 86
2019
Q4 		$809K Hold
8,559
– – 0.06% 90
2019
Q3 		$802K Hold
8,559
– – 0.06% 90
2019
Q2 		$753K Buy
8,559
+410
+5% +$35.3K 0.06% 90
2019
Q1 		$682K Hold
8,149
– – 0.06% 94
2018
Q4 		$609K Sell
8,149
-200
-2% -$15K 0.06% 94
2018
Q3 		$592K Buy
8,349
+1,665
+25% +$118K 0.05% 99
2018
Q2 		$463K Hold
6,684
– – 0.04% 104
2018
Q1 		$458K Sell
6,684
-4,500
-40% -$303K 0.04% 108
2017
Q4 		$823K Sell
11,184
-400
-3% -$29.9K 0.07% 85
2017
Q3 		$814K Sell
11,584
-1,000
-8% -$71.2K 0.07% 86
2017
Q2 		$874K Hold
12,584
– – 0.08% 86
2017
Q1 		$845K Buy
12,584
+400
+3% +$25.9K 0.08% 89
2016
Q4 		$767K Buy
12,184
+375
+3% +$23.1K 0.08% 90
2016
Q3 		$758K Buy
11,809
+373
+3% +$25.1K 0.08% 90
2016
Q2 		$802K Sell
11,436
-1,030
-8% -$67.4K 0.09% 82
2016
Q1 		$828K Buy
12,466
+50
+0.4% +$3.09K 0.09% 80
2015
Q4 		$723K Buy
12,416
+350
+3% +$19.8K 0.08% 86
2015
Q3 		$686K Sell
12,066
-5,820
-33% -$323K 0.09% 84
2015
Q2 		$947K Buy
17,886
+2,600
+17% +$144K 0.11% 78
2015
Q1 		$860K Hold
15,286
– – 0.1% 82
2014
Q4 		$928K Hold
15,286
– – 0.11% 82
2014
Q3 		$798K Sell
15,286
-200
-1% -$10.6K 0.1% 81
2014
Q2 		$864K Hold
15,486
– – 0.1% 83
2014
Q1 		$785K Sell
15,486
-200
-1% -$9.72K 0.1% 84
2013
Q4 		$733K Sell
15,686
-200
-1% -$9.23K 0.09% 83
2013
Q3 		$689K Buy
+15,886
New +$707K 0.09% 81

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

Waters Parkerson & Co's AEP Position: Q1 2026 in Review

Waters Parkerson & Co increased its American Electric Power (AEP) stake by 145% in Q1 2026, buying an estimated $6.36M and bringing the position to 85,975 shares worth $11.3M. The position accounts for 0.58% of the portfolio, ranked #45.

Waters Parkerson & Co first reported a position in AEP in Q3 2013 and has held it in 51 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Waters Parkerson & Co held 85,975 shares of American Electric Power worth $11.3M as of Q1 2026.
  • Waters Parkerson & Co bought 50,860 American Electric Power shares in Q1 2026, an estimated $6.36M.
  • American Electric Power made up 0.58% of Waters Parkerson & Co's portfolio in Q1 2026, its #45 holding.
  • Waters Parkerson & Co first reported a position in American Electric Power in Q3 2013 and has held it in 51 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.