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Calamos Wealth Management’s American Electric Power AEP Stock Holding History

Calamos Wealth Management’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
Q2 		$923K Sell
6,747
-1,843
-21% -$243K 0.03% 221
2026
Q1 		$1.13M Buy
8,590
+3,514
+69% +$440K 0.04% 186
2025
Q4 		$585K Buy
5,076
+1,272
+33% +$150K 0.02% 255
2025
Q3 		$428K Buy
+3,804
New +$416K 0.02% 282

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Calamos Wealth Management's AEP Position: Q2 2026 in Review

Calamos Wealth Management reduced its American Electric Power (AEP) stake by 21% in Q2 2026, selling an estimated $243K and leaving 6,747 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #221.

Calamos Wealth Management first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Calamos Wealth Management held 6,747 shares of American Electric Power worth $923K as of Q2 2026.
  • Calamos Wealth Management sold 1,843 American Electric Power shares in Q2 2026, an estimated $243K.
  • American Electric Power made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Calamos Wealth Management first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's American Electric Power position peaked at $1.13M in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.