Joel Greenblatt's AEP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 32,757 shares of American Electric Power Company, Inc. (AEP) worth $3.69 M, representing 0.02% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AEP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 58,330 shares. Largest reduction occurred in Q1 2024, reducing 56,865 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +5,035 | New Buy | 5,035 | $67.13 |
| Q2 2017 | +2,433 | Add 48.32% | 7,468 | $69.50 |
| Q3 2017 | -7,468 | Sold Out | 7,468 | $0.00 |
| Q3 2018 | +3,929 | New Buy | 3,929 | $70.76 |
| Q4 2018 | -3,929 | Sold Out | 3,929 | $0.00 |
| Q1 2022 | +62,259 | New Buy | 62,259 | $99.78 |
| Q2 2022 | -62,259 | Sold Out | 62,259 | $0.00 |
| Q1 2024 | +5,394 | New Buy | 5,394 | $86.10 |
| Q2 2024 | +1,179 | Add 21.86% | 6,573 | $87.74 |
| Q3 2024 | +1,270 | Add 19.32% | 7,843 | $102.60 |
| Q4 2024 | -5,508 | Reduce 70.23% | 2,335 | $92.23 |
| Q1 2025 | +2,918 | Add 124.97% | 5,253 | $109.27 |
| Q2 2025 | +7,904 | Add 150.47% | 13,157 | $103.76 |
| Q3 2025 | +19,600 | Add 148.97% | 32,757 | $112.50 |
Joel Greenblatt's American Electric Power Company Investment FAQs
Joel Greenblatt first purchased American Electric Power Company, Inc. (AEP) in Q1 2017, acquiring 5,035 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held American Electric Power Company, Inc. (AEP) for 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to American Electric Power Company, Inc. (AEP) was in Q1 2022, adding 62,259 shares worth $6.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 32,757 shares of American Electric Power Company, Inc. (AEP), valued at approximately $3.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, American Electric Power Company, Inc. (AEP) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in American Electric Power Company, Inc. (AEP) was 62,259 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.