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Capital Advisors Inc’s American Electric Power AEP Stock Holding History

Capital Advisors Inc’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 		$1.2M Buy
8,806
+248
+3% +$32.7K 0.02% 161
2026
Q1 		$1.12M Buy
8,558
+103
+1% +$12.9K 0.02% 156
2025
Q4 		$975K Hold
8,455
– – 0.02% 164
2025
Q3 		$951K Sell
8,455
-1,757
-17% -$192K 0.02% 159
2025
Q2 		$1.06M Buy
10,212
+2,481
+32% +$258K 0.02% 147
2025
Q1 		$845K Hold
7,731
– – 0.02% 151
2024
Q4 		$713K Buy
7,731
+448
+6% +$43.4K 0.01% 163
2024
Q3 		$747K Sell
7,283
-184
-2% -$18K 0.02% 165
2024
Q2 		$655K Sell
7,467
-349
-4% -$30.5K 0.01% 170
2024
Q1 		$673K Buy
7,816
+1,368
+21% +$111K 0.01% 175
2023
Q4 		$524K Sell
6,448
-921
-12% -$71.5K 0.01% 199
2023
Q3 		$554K Sell
7,369
-461
-6% -$37.5K 0.01% 165
2023
Q2 		$659K Buy
7,830
+211
+3% +$18.6K 0.02% 158
2023
Q1 		$693K Sell
7,619
-583
-7% -$53.3K 0.02% 155
2022
Q4 		$779K Buy
8,202
+243
+3% +$22.1K 0.02% 157
2022
Q3 		$665K Buy
7,959
+690
+9% +$68.2K 0.02% 151
2022
Q2 		$697K Sell
7,269
-200
-3% -$19.8K 0.02% 155
2022
Q1 		$745K Buy
7,469
+200
+3% +$18.3K 0.02% 146
2021
Q4 		$647K Hold
7,269
– – 0.02% 153
2021
Q3 		$590K Sell
7,269
-319
-4% -$27.8K 0.02% 152
2021
Q2 		$642K Sell
7,588
-292
-4% -$25.1K 0.02% 150
2021
Q1 		$667K Buy
7,880
+2,034
+35% +$164K 0.02% 137
2020
Q4 		$487K Sell
5,846
-1,768
-23% -$153K 0.02% 138
2020
Q3 		$622K Buy
7,614
+1,118
+17% +$92.1K 0.03% 118
2020
Q2 		$555K Buy
6,496
+682
+12% +$55.7K 0.02% 119
2020
Q1 		$465K Buy
5,814
+520
+10% +$49.2K 0.03% 114
2019
Q4 		$500K Sell
5,294
-10
-0.2% -$924 0.02% 132
2019
Q3 		$467K Hold
5,304
– – 0.02% 136
2019
Q2 		$467K Buy
+5,304
New +$457K 0.02% 136
2019
Q1 		– Sell
-5,304
Closed -$396K – 133
2018
Q4 		$396K Buy
5,304
+36
+0.7% +$2.7K 0.03% 140
2018
Q3 		$373K Hold
5,268
– – 0.02% 144
2018
Q2 		$365K Sell
5,268
-200
-4% -$13.5K 0.02% 144
2018
Q1 		$375K Sell
5,468
-741
-12% -$49.9K 0.02% 148
2017
Q4 		$457K Sell
6,209
-593
-9% -$44.3K 0.03% 146
2017
Q3 		$478K Sell
6,802
-451
-6% -$32.1K 0.03% 140
2017
Q2 		$504K Buy
7,253
+300
+4% +$20.8K 0.03% 138
2017
Q1 		$467K Buy
6,953
+643
+10% +$41.6K 0.03% 137
2016
Q4 		$397K Buy
6,310
+575
+10% +$35.5K 0.03% 138
2016
Q3 		$368K Sell
5,735
-802
-12% -$53.9K 0.06% 92
2016
Q2 		$458K Buy
6,537
+425
+7% +$27.8K 0.07% 90
2016
Q1 		$406K Buy
6,112
+513
+9% +$31.7K 0.07% 91
2015
Q4 		$326K Buy
5,599
+45
+0.8% +$2.55K 0.06% 99
2015
Q3 		$316K Buy
+5,554
New +$308K 0.06% 98
2015
Q2 		– Sell
-3,762
Closed -$212K – 126
2015
Q1 		$212K Buy
+3,762
New +$223K 0.03% 114
2014
Q2 		– Sell
-142,853
Closed -$7.24M – 126
2014
Q1 		$7.24M Buy
142,853
+13,006
+10% +$632K 1.57% 23
2013
Q4 		$6.07M Buy
129,847
+11,496
+10% +$530K 1.34% 33
2013
Q3 		$5.13M Buy
118,351
+22,766
+24% +$1.01M 1.23% 38
2013
Q2 		$4.28M Buy
+95,585
New +$4.59M 1.15% 43

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Capital Advisors Inc's AEP Position: Q2 2026 in Review

Capital Advisors Inc increased its American Electric Power (AEP) stake by 2.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 8,806 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #161.

Capital Advisors Inc first reported a position in AEP in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.24M in Q1 2014. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Capital Advisors Inc held 8,806 shares of American Electric Power worth $1.2M as of Q2 2026.
  • Capital Advisors Inc bought 248 American Electric Power shares in Q2 2026, an estimated $32.7K.
  • American Electric Power made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #161 holding.
  • Capital Advisors Inc first reported a position in American Electric Power in Q2 2013 and has held it in 48 quarters since.
  • Capital Advisors Inc's American Electric Power position peaked at $7.24M in Q1 2014.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.