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Capital A Wealth Management’s American Electric Power AEP Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$29.8K Buy
367
+360
+5,143% +$37.5K 0.33% 101
2025
Q1 		$765 Buy
7
+4
+133% +$405 ﹤0.01% 565
2024
Q4 		$277 Buy
+3
New +$290 ﹤0.01% 713

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital A Wealth Management's AEP Position: Q2 2025 in Review

Capital A Wealth Management increased its American Electric Power (AEP) stake by 5,143% in Q2 2025, buying an estimated $37.5K and bringing the position to 367 shares worth $29.8K. The position accounts for 0.33% of the portfolio, ranked #101.

Capital A Wealth Management first reported a position in AEP in Q4 2024 and has held it in 3 quarters since. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Capital A Wealth Management held 367 shares of American Electric Power worth $29.8K as of Q2 2025.
  • Capital A Wealth Management bought 360 American Electric Power shares in Q2 2025, an estimated $37.5K.
  • American Electric Power made up 0.33% of Capital A Wealth Management's portfolio in Q2 2025, its #101 holding.
  • Capital A Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 3 quarters since.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.