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Capital Analysts LLC’s American Electric Power AEP Stock Holding History

Capital Analysts LLC’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
Q1 		$19M Sell
144,942
-2,302
-2% -$288K 0.5% 44
2025
Q4 		$17M Buy
147,244
+3,102
+2% +$366K 0.47% 43
2025
Q3 		$16.2M Buy
144,142
+7,613
+6% +$833K 0.47% 45
2025
Q2 		$14.2M Buy
136,529
+6,097
+5% +$634K 0.47% 47
2025
Q1 		$14.3M Buy
130,432
+5,075
+4% +$514K 0.53% 38
2024
Q4 		$11.6M Buy
125,357
+4,229
+3% +$409K 0.46% 45
2024
Q3 		$12.4M Buy
121,128
+834
+0.7% +$81.4K 0.51% 42
2024
Q2 		$10.6M Buy
120,294
+3,561
+3% +$312K 0.47% 50
2024
Q1 		$10.1M Buy
116,733
+25,732
+28% +$2.09M 0.47% 49
2023
Q4 		$7.39M Buy
91,001
+1,987
+2% +$154K 0.37% 63
2023
Q3 		$6.7M Buy
89,014
+9,026
+11% +$734K 0.37% 61
2023
Q2 		$6.74M Buy
79,988
+5,392
+7% +$476K 0.37% 65
2023
Q1 		$6.79M Buy
74,596
+3,587
+5% +$328K 0.39% 60
2022
Q4 		$6.74M Buy
71,009
+3,173
+5% +$289K 0.41% 52
2022
Q3 		$5.86M Buy
67,836
+4,012
+6% +$397K 0.4% 56
2022
Q2 		$6.12M Buy
63,824
+1,983
+3% +$197K 0.43% 50
2022
Q1 		$6.17M Buy
61,841
+3,547
+6% +$324K 0.39% 55
2021
Q4 		$5.19M Buy
58,294
+4,954
+9% +$418K 0.31% 68
2021
Q3 		$4.33M Buy
53,340
+1,847
+4% +$161K 0.28% 76
2021
Q2 		$4.36M Buy
51,493
+3,263
+7% +$281K 0.29% 74
2021
Q1 		$4.08M Buy
48,230
+1,375
+3% +$111K 0.28% 79
2020
Q4 		$3.9M Buy
46,855
+1,657
+4% +$144K 0.34% 63
2020
Q3 		$3.69M Buy
45,198
+153
+0.3% +$12.6K 0.35% 59
2020
Q2 		$3.59M Sell
45,045
-1,591
-3% -$130K 0.38% 63
2020
Q1 		$3.73M Buy
46,636
+490
+1% +$46.3K 0.46% 49
2019
Q4 		$4.36M Sell
46,146
-175
-0.4% -$16.2K 0.43% 55
2019
Q3 		$4.34M Buy
46,321
+290
+0.6% +$26.3K 0.46% 47
2019
Q2 		$4.05M Sell
46,031
-2,965
-6% -$256K 0.44% 54
2019
Q1 		$4.1M Sell
48,996
-1,236
-2% -$98.3K 0.47% 48
2018
Q4 		$3.75M Buy
+50,232
New +$3.77M 0.49% 43
2016
Q3 		– Sell
-53,812
Closed -$3.77M – 386
2016
Q2 		$3.77M Sell
53,812
-736
-1% -$48.2K 0.76% 26
2016
Q1 		$3.62M Sell
54,548
-12,163
-18% -$752K 0.73% 24
2015
Q4 		$3.89M Sell
66,711
-65,907
-50% -$3.74M 0.79% 23
2015
Q3 		$7.54M Buy
132,618
+67,137
+103% +$3.73M 1.44% 15
2015
Q2 		$3.47M Buy
65,481
+1,238
+2% +$68.5K 0.71% 23
2015
Q1 		$3.61M Buy
64,243
+1,454
+2% +$86.3K 0.75% 24
2014
Q4 		$3.81M Buy
62,789
+2,029
+3% +$116K 0.84% 21
2014
Q3 		$3.17M Buy
+60,760
New +$3.21M 0.74% 24

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital Analysts LLC's AEP Position: Q1 2026 in Review

Capital Analysts LLC reduced its American Electric Power (AEP) stake by 1.6% in Q1 2026, selling an estimated $288K and leaving 144,942 shares worth $19M. The position accounts for 0.5% of the portfolio, ranked #44.

Capital Analysts LLC first reported a position in AEP in Q3 2014 and has held it in 38 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Capital Analysts LLC held 144,942 shares of American Electric Power worth $19M as of Q1 2026.
  • Capital Analysts LLC sold 2,302 American Electric Power shares in Q1 2026, an estimated $288K.
  • American Electric Power made up 0.5% of Capital Analysts LLC's portfolio in Q1 2026, its #44 holding.
  • Capital Analysts LLC first reported a position in American Electric Power in Q3 2014 and has held it in 38 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.