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Cape Investment Advisory’s American Electric Power AEP Stock Holding History

Cape Investment Advisory’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 		$256K Buy
+1,868
New +$246K 0.07% 201
2026
Q1 		– Sell
-1,097
Closed -$127K – 245
2025
Q4 		$127K Buy
1,097
+961
+707% +$113K 0.04% 263
2025
Q3 		$15.3K Sell
136
-621
-82% -$67.9K 0.02% 348
2025
Q2 		$78.6K Buy
757
+1
+0.1% +$104 0.03% 300
2025
Q1 		$82.6K Buy
756
+1
+0.1% +$101 0.03% 272
2024
Q4 		$69.6K Buy
755
+3
+0.4% +$290 0.03% 292
2024
Q3 		$77.2K Buy
752
+1
+0.1% +$98 0.03% 266
2024
Q2 		$65.9K Buy
751
+1
+0.1% +$87 0.03% 262
2024
Q1 		$64.5K Sell
750
-1,024
-58% -$83.2K 0.03% 268
2023
Q4 		$144K Buy
1,774
+954
+116% +$74.1K 0.07% 178
2023
Q3 		$61.7K Buy
820
+101
+14% +$8.22K 0.04% 266
2023
Q2 		$60.5K Sell
719
-295
-29% -$26.1K 0.03% 261
2023
Q1 		$92.3K Buy
+1,014
New +$92.8K 0.06% 196

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

Cape Investment Advisory's AEP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in American Electric Power (AEP) in Q2 2026: 1,868 shares worth $256K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AEP as recently as Q4 2025.

Cape Investment Advisory first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cape Investment Advisory held 1,868 shares of American Electric Power worth $256K as of Q2 2026.
  • American Electric Power was a new Cape Investment Advisory position in Q2 2026.
  • American Electric Power made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #201 holding.
  • Cape Investment Advisory first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
  • 1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.