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Callan Family Office’s American Electric Power AEP Stock Holding History

Callan Family Office’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 		$2.3M Sell
17,533
-999
-5% -$125K 0.05% 316
2025
Q4 		$2.14M Buy
18,532
+4,032
+28% +$476K 0.05% 339
2025
Q3 		$1.63M Buy
14,500
+2,209
+18% +$242K 0.05% 294
2025
Q2 		$1.28M Buy
12,291
+9,463
+335% +$984K 0.04% 352
2025
Q1 		$309K Sell
2,828
-5,138
-64% -$520K 0.02% 418
2024
Q4 		$735K Buy
+7,966
New +$771K 0.05% 298

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

Callan Family Office's AEP Position: Q1 2026 in Review

Callan Family Office reduced its American Electric Power (AEP) stake by 5.4% in Q1 2026, selling an estimated $125K and leaving 17,533 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #316.

Callan Family Office first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Callan Family Office held 17,533 shares of American Electric Power worth $2.3M as of Q1 2026.
  • Callan Family Office sold 999 American Electric Power shares in Q1 2026, an estimated $125K.
  • American Electric Power made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #316 holding.
  • Callan Family Office first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.