CSC
AEP icon

Caldwell Sutter Capital’s American Electric Power AEP Stock Holding History

Caldwell Sutter Capital’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 		$310K Sell
2,269
-43
-2% -$5.67K 0.12% 172
2026
Q1 		$303K Sell
2,312
-56
-2% -$7.01K 0.12% 171
2025
Q4 		$273K Buy
2,368
+13
+0.6% +$1.53K 0.12% 171
2025
Q3 		$265K Sell
2,355
-13
-0.5% -$1.42K 0.11% 172
2025
Q2 		$246K Sell
2,368
-71
-3% -$7.39K 0.11% 173
2025
Q1 		$267K Sell
2,439
-68
-3% -$6.89K 0.13% 163
2024
Q4 		$231K Buy
2,507
+16
+0.6% +$1.55K 0.11% 186
2024
Q3 		$256K Sell
2,491
-45
-2% -$4.39K 0.12% 171
2024
Q2 		$223K Buy
2,536
+289
+13% +$25.3K 0.11% 177
2024
Q1 		$193K Buy
2,247
+252
+13% +$20.5K 0.09% 202
2023
Q4 		$162K Buy
1,995
+47
+2% +$3.65K 0.08% 219
2023
Q3 		$147K Buy
1,948
+502
+35% +$40.8K 0.08% 217
2023
Q2 		$122K Buy
1,446
+592
+69% +$52.3K 0.06% 233
2023
Q1 		$77.7K Buy
+854
New +$78.1K 0.06% 210

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's AEP Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its American Electric Power (AEP) stake by 1.9% in Q2 2026, selling an estimated $5.67K and leaving 2,269 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #172.

Caldwell Sutter Capital first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Caldwell Sutter Capital held 2,269 shares of American Electric Power worth $310K as of Q2 2026.
  • Caldwell Sutter Capital sold 43 American Electric Power shares in Q2 2026, an estimated $5.67K.
  • American Electric Power made up 0.12% of Caldwell Sutter Capital's portfolio in Q2 2026, its #172 holding.
  • Caldwell Sutter Capital first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.