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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
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 $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

Zullo Investment Group's AEP Position: Q1 2026 in Review

Zullo Investment Group opened a new position in American Electric Power (AEP) in Q1 2026: 1,650 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #145 among its holdings. This is a return to the name: Zullo Investment Group previously reported a position in AEP as recently as Q1 2023.

Zullo Investment Group first reported a position in AEP in Q4 2021 and has held it in 7 quarters since. The position peaked at $242K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Zullo Investment Group held 1,650 shares of American Electric Power worth $216K as of Q1 2026.
  • American Electric Power was a new Zullo Investment Group position in Q1 2026.
  • American Electric Power made up 0.08% of Zullo Investment Group's portfolio in Q1 2026, its #145 holding.
  • Zullo Investment Group first reported a position in American Electric Power in Q4 2021 and has held it in 7 quarters since.
  • Zullo Investment Group's American Electric Power position peaked at $242K in Q1 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.