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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
Q2 		$2.38M Sell
17,412
-121
-0.7% -$15.9K 0.05% 344
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 $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

Callan Family Office's AEP Position: Q2 2026 in Review

Callan Family Office reduced its American Electric Power (AEP) stake by 0.69% in Q2 2026, selling an estimated $15.9K and leaving 17,412 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #344.

Callan Family Office first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Callan Family Office held 17,412 shares of American Electric Power worth $2.38M as of Q2 2026.
  • Callan Family Office sold 121 American Electric Power shares in Q2 2026, an estimated $15.9K.
  • American Electric Power made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #344 holding.
  • Callan Family Office first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.