AEP AMERICAN ELEC PWR INC

Ownership history in BAILARD, INC.  ·  15 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in AMERICAN ELEC PWR INC (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2020 Q2)
Avg. % of fund
0.02%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,981 +17 +0.2% 0.02% $898K $110.74
2025 Q2 REDUCED 7,964 -211 -2.6% 0.02% $826K $101.31
2025 Q1 REDUCED 8,175 -86 -1.0% 0.02% $893K $105.74
2024 Q4 ADDED 8,261 +15 +0.2% 0.02% $762K $88.42
2024 Q3 UNCHANGED 8,246 0% 0.02% $846K $97.42
2024 Q2 REDUCED 8,246 -65 -0.8% 0.02% $724K $82.56
2024 Q1 REDUCED 8,311 -122 -1.4% 0.02% $716K $80.23
2023 Q4 ADDED 8,433 +6,316 +298.3% 0.02% $685K $74.82
2022 Q1 REDUCED 2,117 -703 -24.9% 0.01% $211K $86.13
2021 Q1 UNCHANGED 2,820 0% 0.01% $239K $70.62
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% of Fund (quarterly)    AEP price (monthly, adj. close)
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