Ray Dalio's AEP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 51,869 shares of American Electric Power Company, Inc. (AEP) worth $6.8 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AEP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 120,795 shares. Largest reduction occurred in Q1 2023, reducing 167,136 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's American Electric Power Company (AEP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Electric Power Company (AEP) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +51,869 | New Buy | 51,869 | $131.08 |
| Q1 2023 | -167,136 | Sold Out | 0 | $0.00 |
| Q4 2022 | +53,765 | Add 47.42% | 167,136 | $94.95 |
| Q3 2022 | -149,632 | Reduce 56.89% | 113,371 | $86.45 |
| Q2 2022 | +120,795 | Add 84.94% | 263,003 | $95.94 |
| Q1 2022 | +116,623 | Add 455.83% | 142,208 | $99.77 |
| Q4 2021 | +25,585 | New Buy | 25,585 | $88.96 |
| Q3 2020 | -8,176 | Sold Out | 0 | $0.00 |
| Q2 2020 | -6,353 | Reduce 43.73% | 8,176 | $79.62 |
| Q1 2020 | +14,529 | New Buy | 14,529 | $79.98 |
| Q4 2015 | -16,616 | Sold Out | 0 | $0.00 |
| Q3 2015 | -77,800 | Reduce 82.40% | 16,616 | $56.87 |
| Q2 2015 | +63,300 | Add 203.43% | 94,416 | $52.97 |
| Q1 2015 | +31,116 | New Buy | 31,116 | $56.24 |
| Q4 2014 | -18,005 | Sold Out | 0 | $0.00 |
| Q3 2014 | -18,500 | Reduce 50.68% | 18,005 | $52.21 |
| Q2 2014 | +27,092 | Add 287.81% | 36,505 | $55.77 |
| Q1 2014 | +5,100 | Add 118.25% | 9,413 | $50.67 |
| Q4 2013 | -56,200 | Reduce 92.87% | 4,313 | $46.84 |
| Q3 2013 | +50,200 | Add 486.76% | 60,513 | $43.35 |
| Q2 2013 | +10,313 | Add 0.00% | 10,313 | $44.80 |
Ray Dalio's American Electric Power Company Investment FAQs
Ray Dalio first purchased American Electric Power Company, Inc. (AEP) in Q2 2013, acquiring 10,313 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held American Electric Power Company, Inc. (AEP) for 21 quarters since Q2 2013.
Ray Dalio's largest addition to American Electric Power Company, Inc. (AEP) was in Q2 2022, adding 263,003 shares worth $25.23 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 51,869 shares of American Electric Power Company, Inc. (AEP), valued at approximately $6.8 M.
As of the Q1 2026 filing, American Electric Power Company, Inc. (AEP) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in American Electric Power Company, Inc. (AEP) was 263,003 shares, as reported at the end of Q2 2022.