Joel Greenblatt's AEP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 71,692 shares of American Electric Power Company, Inc. (AEP) worth $8.27 M, representing 0.03% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 15 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 62,259 shares. Largest reduction occurred in Q2 2022, reducing 62,259 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +38,935 | Add 118.86% | 71,692 | $115.31 |
| Q3 2025 | +19,600 | Add 148.97% | 32,757 | $112.50 |
| Q2 2025 | +7,904 | Add 150.47% | 13,157 | $103.76 |
| Q1 2025 | +2,918 | Add 124.97% | 5,253 | $109.27 |
| Q4 2024 | -5,508 | Reduce 70.23% | 2,335 | $92.23 |
| Q3 2024 | +1,270 | Add 19.32% | 7,843 | $102.60 |
| Q2 2024 | +1,179 | Add 21.86% | 6,573 | $87.74 |
| Q1 2024 | +5,394 | New Buy | 5,394 | $86.10 |
| Q2 2022 | -62,259 | Sold Out | 0 | $0.00 |
| Q1 2022 | +62,259 | New Buy | 62,259 | $99.78 |
| Q4 2018 | -3,929 | Sold Out | 0 | $0.00 |
| Q3 2018 | +3,929 | New Buy | 3,929 | $70.76 |
| Q3 2017 | -7,468 | Sold Out | 0 | $0.00 |
| Q2 2017 | +2,433 | Add 48.32% | 7,468 | $69.50 |
| Q1 2017 | +5,035 | New Buy | 5,035 | $67.13 |
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 15 quarters since Q1 2017.
Joel Greenblatt's largest addition to American Electric Power Company, Inc. (AEP) was in Q1 2022, adding 62,259 shares worth $6.21 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 71,692 shares of American Electric Power Company, Inc. (AEP), valued at approximately $8.27 M.
As of the Q4 2025 filing, American Electric Power Company, Inc. (AEP) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in American Electric Power Company, Inc. (AEP) was 71,692 shares, as reported at the end of Q4 2025.