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Cape Ann Savings Bank’s American Electric Power AEP Stock Holding History

Cape Ann Savings Bank’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 		$1.59M Buy
11,650
+335
+3% +$44.1K 0.75% 37
2026
Q1 		$1.48M Buy
11,315
+180
+2% +$22.5K 0.75% 36
2025
Q4 		$1.28M Buy
11,135
+1,028
+10% +$121K 0.66% 39
2025
Q3 		$1.14M Buy
10,107
+815
+9% +$89.2K 0.61% 41
2025
Q2 		$964K Buy
9,292
+6,600
+245% +$687K 0.58% 45
2025
Q1 		$294K Buy
+2,692
New +$273K 0.18% 75

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cape Ann Savings Bank's AEP Position: Q2 2026 in Review

Cape Ann Savings Bank increased its American Electric Power (AEP) stake by 3% in Q2 2026, buying an estimated $44.1K and bringing the position to 11,650 shares worth $1.59M. The position accounts for 0.75% of the portfolio, ranked #37.

Cape Ann Savings Bank first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,180 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cape Ann Savings Bank held 11,650 shares of American Electric Power worth $1.59M as of Q2 2026.
  • Cape Ann Savings Bank bought 335 American Electric Power shares in Q2 2026, an estimated $44.1K.
  • American Electric Power made up 0.75% of Cape Ann Savings Bank's portfolio in Q2 2026, its #37 holding.
  • Cape Ann Savings Bank first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,180 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.