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Zullo Investment Group’s American Electric Power AEP Stock Holding History

Zullo Investment 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 		– Sell
-1,650
Closed -$216K – 160
2026
Q1 		$216K Buy
+1,650
New +$206K 0.08% 145
2023
Q2 		– Sell
-2,336
Closed -$213K – 139
2023
Q1 		$213K Sell
2,336
-17
-0.7% -$1.55K 0.13% 129
2022
Q4 		$223K Sell
2,353
-19
-0.8% -$1.73K 0.14% 121
2022
Q3 		$205K Sell
2,372
-41
-2% -$4.05K 0.13% 127
2022
Q2 		$231K Sell
2,413
-16
-0.7% -$1.59K 0.14% 122
2022
Q1 		$242K Sell
2,429
-38
-2% -$3.47K 0.13% 135
2021
Q4 		$219K Buy
+2,467
New +$208K 0.11% 149

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 $3.38T AUM 44.17% 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

Zullo Investment Group's AEP Position: Q2 2026 in Review

Zullo Investment Group sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 1,650 shares — an estimated $216K sold.

Zullo Investment Group first reported a position in AEP in Q4 2021 and held it in 7 quarters. The position peaked at $242K in Q1 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Zullo Investment Group reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Zullo Investment Group sold 1,650 American Electric Power shares in Q2 2026, an estimated $216K.
  • Zullo Investment Group first reported a position in American Electric Power in Q4 2021 and held it in 7 quarters.
  • Zullo Investment Group's American Electric Power position peaked at $242K in Q1 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.