Whalerock Point Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.57M | Sell |
27,272
-230
| -0.8% | -$28.8K | 0.69% | 33 |
|
|
2025
Q4 | $3.17M | Sell |
27,502
-9
| -0% | -$1.06K | 0.6% | 37 |
|
|
2025
Q3 | $3.09M | Buy |
27,511
+820
| +3% | +$89.7K | 0.63% | 36 |
|
|
2025
Q2 | $2.77M | Hold |
26,691
| – | – | 0.6% | 39 |
|
|
2025
Q1 | $2.92M | Hold |
26,691
| – | – | 0.69% | 35 |
|
|
2024
Q4 | $2.46M | Sell |
26,691
-165
| -0.6% | -$16K | 0.57% | 39 |
|
|
2024
Q3 | $2.76M | Hold |
26,856
| – | – | 0.66% | 38 |
|
|
2024
Q2 | $2.36M | Hold |
26,856
| – | – | 0.63% | 36 |
|
|
2024
Q1 | $2.31M | Sell |
26,856
-283
| -1% | -$23K | 0.63% | 40 |
|
|
2023
Q4 | $2.2M | Hold |
27,139
| – | – | 0.68% | 39 |
|
|
2023
Q3 | $2.04M | Hold |
27,139
| – | – | 0.71% | 37 |
|
|
2023
Q2 | $2.29M | Buy |
27,139
+62
| +0.2% | +$5.48K | 0.78% | 36 |
|
|
2023
Q1 | $2.46M | Hold |
27,077
| – | – | 0.92% | 34 |
|
|
2022
Q4 | $2.57M | Buy |
27,077
+283
| +1% | +$25.8K | 1.05% | 32 |
|
|
2022
Q3 | $2.32M | Hold |
26,794
| – | – | 1.02% | 31 |
|
|
2022
Q2 | $2.57M | Hold |
26,794
| – | – | 1.09% | 31 |
|
|
2022
Q1 | $2.67M | Hold |
26,794
| – | – | 0.95% | 31 |
|
|
2021
Q4 | $2.38M | Hold |
26,794
| – | – | 0.82% | 35 |
|
|
2021
Q3 | $2.17M | Hold |
26,794
| – | – | 0.84% | 35 |
|
|
2021
Q2 | $2.27M | Hold |
26,794
| – | – | 0.87% | 35 |
|
|
2021
Q1 | $2.27M | Hold |
26,794
| – | – | 1% | 33 |
|
|
2020
Q4 | $2.23M | Buy |
26,794
+24,604
| +1,123% | +$2.14M | 1.06% | 33 |
|
|
2020
Q3 | $2.19M | Sell |
2,190
-24,604
| -92% | -$2.03M | 1.21% | 27 |
|
|
2020
Q2 | $2.13M | Hold |
26,794
| – | – | 1.26% | 25 |
|
|
2020
Q1 | $2.14M | Hold |
26,794
| – | – | 1.53% | 21 |
|
|
2019
Q4 | $2.53M | Sell |
26,794
-600
| -2% | -$55.4K | 1.35% | 22 |
|
|
2019
Q3 | $2.57M | Hold |
27,394
| – | – | 1.38% | 21 |
|
|
2019
Q2 | $2.41M | Hold |
27,394
| – | – | 1.38% | 19 |
|
|
2019
Q1 | $2.29M | Buy |
+27,394
| New | +$2.18M | 1.5% | 19 |
|
|
2018
Q4 | – | Sell |
-27,394
| Closed | -$1.94M | – | 95 |
|
|
2018
Q3 | $1.94M | Hold |
27,394
| – | – | 1.41% | 21 |
|
|
2018
Q2 | $1.9M | Hold |
27,394
| – | – | 1.52% | 19 |
|
|
2018
Q1 | $1.88M | Hold |
27,394
| – | – | 0.6% | 33 |
|
|
2017
Q4 | $2.02M | Hold |
27,394
| – | – | 0.64% | 31 |
|
|
2017
Q3 | $1.92M | Hold |
27,394
| – | – | 0.68% | 30 |
|
|
2017
Q2 | $1.9M | Hold |
27,394
| – | – | 0.7% | 31 |
|
|
2017
Q1 | $1.84M | Buy |
+27,394
| New | +$1.77M | 0.69% | 33 |
|
Other funds holding AEP
VCM
VPM
Whalerock Point Partners's AEP Position: Q1 2026 in Review
Whalerock Point Partners reduced its American Electric Power (AEP) stake by 0.84% in Q1 2026, selling an estimated $28.8K and leaving 27,272 shares worth $3.57M. The position accounts for 0.69% of the portfolio, ranked #33.
Whalerock Point Partners first reported a position in AEP in Q1 2017 and has held it in 36 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Whalerock Point Partners held 27,272 shares of American Electric Power worth $3.57M as of Q1 2026.
- Whalerock Point Partners sold 230 American Electric Power shares in Q1 2026, an estimated $28.8K.
- American Electric Power made up 0.69% of Whalerock Point Partners's portfolio in Q1 2026, its #33 holding.
- Whalerock Point Partners first reported a position in American Electric Power in Q1 2017 and has held it in 36 quarters since.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.