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Caerus Investment Advisors’s American Electric Power AEP Stock Holding History

Caerus Investment Advisors’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 		$905K Sell
6,901
-944
-12% -$118K 0.38% 44
2025
Q4 		$905K Buy
7,845
+8
+0.1% +$945 0.29% 70
2025
Q3 		$882K Buy
+7,837
New +$857K 0.36% 48

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

Caerus Investment Advisors's AEP Position: Q1 2026 in Review

Caerus Investment Advisors reduced its American Electric Power (AEP) stake by 12% in Q1 2026, selling an estimated $118K and leaving 6,901 shares worth $905K. The position accounts for 0.38% of the portfolio, ranked #44.

Caerus Investment Advisors first reported a position in AEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $905K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Caerus Investment Advisors held 6,901 shares of American Electric Power worth $905K as of Q1 2026.
  • Caerus Investment Advisors sold 944 American Electric Power shares in Q1 2026, an estimated $118K.
  • American Electric Power made up 0.38% of Caerus Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Caerus Investment Advisors first reported a position in American Electric Power in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's American Electric Power position peaked at $905K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.