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

Capital Advisors Ltd’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	$112K	Buy	819 +15	+2%	+$1.98K	0.01%	371
2026 Q1	$105K	Hold	804	–	–	0.01%	372
2025 Q4	$93K	Hold	804	–	–	0.01%	382
2025 Q3	$90K	Hold	804	–	–	0.01%	384
2025 Q2	$83K	Hold	804	–	–	0.01%	379
2025 Q1	$88K	Hold	804	–	–	0.01%	363
2024 Q4	$74K	Hold	804	–	–	0.01%	386
2024 Q3	$82K	Hold	804	–	–	0.01%	370
2024 Q2	$71K	Sell	804 -65	-7%	-$5.69K	0.01%	379
2024 Q1	$75K	Buy	869 +187	+27%	+$15.2K	0.01%	377
2023 Q4	$55K	Sell	682 -5	-0.7%	-$388	0.01%	404
2023 Q3	$52K	Sell	687 -648	-49%	-$52.7K	0.01%	401
2023 Q2	$112K	Buy	1,335 +551	+70%	+$48.7K	0.02%	328
2023 Q1	$71K	Sell	784 -412	-34%	-$37.7K	0.01%	342
2022 Q4	$72K	Buy	1,196 +438	+58%	+$39.9K	0.01%	343
2022 Q3	$66K	Buy	758 +150	+25%	+$14.8K	0.01%	342
2022 Q2	$58K	Buy	608 +1	+0.2%	+$99	0.01%	347
2022 Q1	$61K	Buy	607 +600	+8,571%	+$54.8K	0.01%	354
2021 Q4	$1K	Buy	+7	New	+$590	﹤0.01%	606
2019 Q2	–	Sell	-3,190	Closed	-$267K	–	433
2019 Q1	$267K	Hold	3,190	–	–	0.07%	129
2018 Q4	$238K	Hold	3,190	–	–	0.07%	132
2018 Q3	$226K	Hold	3,190	–	–	0.06%	139
2018 Q2	$221K	Hold	3,190	–	–	0.07%	117
2018 Q1	$219K	Hold	3,190	–	–	0.07%	113
2017 Q4	$235K	Hold	3,190	–	–	0.08%	107
2017 Q3	$224K	Hold	3,190	–	–	0.08%	105
2017 Q2	$222K	Hold	3,190	–	–	0.08%	107
2017 Q1	$214K	Hold	3,190	–	–	0.08%	104
2016 Q4	$201K	Sell	3,190 -400	-11%	-$24.7K	0.08%	107
2016 Q3	$231K	Hold	3,590	–	–	0.1%	96
2016 Q2	$252K	Hold	3,590	–	–	0.12%	93
2016 Q1	$238K	Hold	3,590	–	–	0.12%	87
2015 Q4	$209K	Hold	3,590	–	–	0.11%	95
2015 Q3	$204K	Hold	3,590	–	–	0.11%	95
2015 Q2	$190K	Hold	3,590	–	–	0.1%	104
2015 Q1	$202K	Hold	3,590	–	–	0.1%	96
2014 Q4	$218K	Hold	3,590	–	–	0.12%	86
2014 Q3	$187K	Hold	3,590	–	–	0.11%	95
2014 Q2	$200K	Hold	3,590	–	–	0.11%	98
2014 Q1	$182K	Buy	+3,590	New	+$174K	0.11%	103

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Ltd's AEP Position: Q2 2026 in Review

Capital Advisors Ltd increased its American Electric Power (AEP) stake by 1.9% in Q2 2026, buying an estimated $1.98K and bringing the position to 819 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #371.

Capital Advisors Ltd first reported a position in AEP in Q1 2014 and has held it in 40 quarters since. The position peaked at $267K in Q1 2019. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Capital Advisors Ltd held 819 shares of American Electric Power worth $112K as of Q2 2026.
Capital Advisors Ltd bought 15 American Electric Power shares in Q2 2026, an estimated $1.98K.
American Electric Power made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #371 holding.
Capital Advisors Ltd first reported a position in American Electric Power in Q1 2014 and has held it in 40 quarters since.
Capital Advisors Ltd's American Electric Power position peaked at $267K in Q1 2019.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.