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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
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 $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

Caldwell Sutter Capital's AEP Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its American Electric Power (AEP) stake by 2.4% in Q1 2026, selling an estimated $7.01K and leaving 2,312 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #171.

Caldwell Sutter Capital first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Caldwell Sutter Capital held 2,312 shares of American Electric Power worth $303K as of Q1 2026.
  • Caldwell Sutter Capital sold 56 American Electric Power shares in Q1 2026, an estimated $7.01K.
  • American Electric Power made up 0.12% of Caldwell Sutter Capital's portfolio in Q1 2026, its #171 holding.
  • Caldwell Sutter Capital first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.