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Westwood Holdings Group’s American Electric Power AEP Stock Holding History

Westwood Holdings Group’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 		$987K Buy
+7,213
New +$950K 0.01% 365
2025
Q4 		– Sell
-4,222
Closed -$475K – 486
2025
Q3 		$475K Buy
4,222
+1,058
+33% +$116K ﹤0.01% 425
2025
Q2 		$328K Buy
3,164
+297
+10% +$30.9K ﹤0.01% 437
2025
Q1 		$313K Sell
2,867
-16
-0.6% -$1.62K ﹤0.01% 429
2024
Q4 		$266K Buy
2,883
+114
+4% +$11K ﹤0.01% 455
2024
Q3 		$284K Buy
+2,769
New +$270K ﹤0.01% 442
2023
Q2 		– Sell
-2,592
Closed -$236K – 485
2023
Q1 		$236K Sell
2,592
-726
-22% -$66.4K ﹤0.01% 464
2022
Q4 		$315K Sell
3,318
-193
-5% -$17.6K ﹤0.01% 458
2022
Q3 		$303K Buy
3,511
+393
+13% +$38.9K ﹤0.01% 421
2022
Q2 		$299K Buy
3,118
+999
+47% +$99K ﹤0.01% 420
2022
Q1 		$211K Buy
+2,119
New +$194K ﹤0.01% 445
2017
Q3 		– Sell
-1,111
Closed -$77K – 425
2017
Q2 		$77K Buy
+1,111
New +$77.2K ﹤0.01% 431

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

Westwood Holdings Group's AEP Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in American Electric Power (AEP) in Q2 2026: 7,213 shares worth $987K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in AEP as recently as Q3 2025.

Westwood Holdings Group first reported a position in AEP in Q2 2017 and has held it in 12 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Westwood Holdings Group held 7,213 shares of American Electric Power worth $987K as of Q2 2026.
  • American Electric Power was a new Westwood Holdings Group position in Q2 2026.
  • American Electric Power made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #365 holding.
  • Westwood Holdings Group first reported a position in American Electric Power in Q2 2017 and has held it in 12 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.