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

Capital Investment Advisors’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 		$6.93M Sell
52,874
-2,264
-4% -$283K 0.1% 139
2025
Q4 		$6.36M Buy
55,138
+339
+0.6% +$40K 0.1% 141
2025
Q3 		$6.16M Buy
54,799
+1,027
+2% +$112K 0.1% 133
2025
Q2 		$5.58M Sell
53,772
-1,404
-3% -$146K 0.1% 134
2025
Q1 		$6.03M Sell
55,176
-460
-0.8% -$46.6K 0.12% 128
2024
Q4 		$5.13M Sell
55,636
-1,155
-2% -$112K 0.1% 140
2024
Q3 		$5.83M Sell
56,791
-1,389
-2% -$136K 0.12% 132
2024
Q2 		$5.1M Sell
58,180
-1,228
-2% -$107K 0.12% 133
2024
Q1 		$5.12M Sell
59,408
-3,142
-5% -$255K 0.12% 131
2023
Q4 		$5.08M Sell
62,550
-6,744
-10% -$523K 0.13% 126
2023
Q3 		$5.21M Buy
69,294
+1,795
+3% +$146K 0.14% 120
2023
Q2 		$5.68M Buy
67,499
+2,274
+3% +$201K 0.17% 102
2023
Q1 		$5.93M Sell
65,225
-306
-0.5% -$28K 0.18% 107
2022
Q4 		$6.22M Buy
65,531
+2,094
+3% +$191K 0.19% 107
2022
Q3 		$5.48M Buy
63,437
+4,501
+8% +$445K 0.19% 107
2022
Q2 		$5.65M Buy
58,936
+1,052
+2% +$104K 0.19% 106
2022
Q1 		$5.78M Buy
57,884
+251
+0.4% +$22.9K 0.18% 110
2021
Q4 		$5.13M Buy
57,633
+3,507
+6% +$296K 0.16% 112
2021
Q3 		$4.39M Buy
54,126
+7,006
+15% +$612K 0.15% 120
2021
Q2 		$3.99M Buy
47,120
+28,319
+151% +$2.44M 0.14% 125
2021
Q1 		$1.59M Buy
18,801
+718
+4% +$57.9K 0.06% 196
2020
Q4 		$1.51M Buy
18,083
+1,291
+8% +$112K 0.06% 191
2020
Q3 		$1.37M Sell
16,792
-1,341
-7% -$110K 0.07% 186
2020
Q2 		$1.44M Buy
18,133
+4,361
+32% +$356K 0.07% 172
2020
Q1 		$1.1M Buy
13,772
+1,088
+9% +$103K 0.07% 182
2019
Q4 		$1.2M Sell
12,684
-1,254
-9% -$116K 0.06% 211
2019
Q3 		$1.31M Buy
13,938
+1,176
+9% +$107K 0.07% 190
2019
Q2 		$1.12M Buy
12,762
+278
+2% +$24K 0.06% 210
2019
Q1 		$1.05M Sell
12,484
-570
-4% -$45.3K 0.06% 212
2018
Q4 		$976K Buy
13,054
+315
+2% +$23.6K 0.07% 209
2018
Q3 		$903K Hold
12,739
– – 0.05% 224
2018
Q2 		$882K Sell
12,739
-210
-2% -$14.1K 0.05% 227
2018
Q1 		$888K Buy
12,949
+270
+2% +$18.2K 0.06% 228
2017
Q4 		$933K Sell
12,679
-699
-5% -$52.2K 0.06% 221
2017
Q3 		$940K Sell
13,378
-465
-3% -$33.1K 0.06% 219
2017
Q2 		$962K Buy
13,843
+60
+0.4% +$4.17K 0.07% 210
2017
Q1 		$925K Sell
13,783
-200
-1% -$13K 0.07% 212
2016
Q4 		$880K Buy
13,983
+290
+2% +$17.9K 0.07% 211
2016
Q3 		$879K Sell
13,693
-2,265
-14% -$152K 0.08% 213
2016
Q2 		$1.12M Buy
15,958
+1,466
+10% +$95.9K 0.1% 170
2016
Q1 		$962K Sell
14,492
-1,274
-8% -$78.8K 0.09% 178
2015
Q4 		$919K Buy
15,766
+675
+4% +$38.3K 0.09% 177
2015
Q3 		$858K Sell
15,091
-264
-2% -$14.7K 0.1% 173
2015
Q2 		$813K Buy
15,355
+578
+4% +$32K 0.09% 192
2015
Q1 		$831K Buy
14,777
+150
+1% +$8.9K 0.09% 193
2014
Q4 		$888K Sell
14,627
-100
-0.7% -$5.72K 0.1% 185
2014
Q3 		$769K Sell
14,727
-200
-1% -$10.6K 0.09% 190
2014
Q2 		$832K Sell
14,927
-275
-2% -$14.5K 0.1% 187
2014
Q1 		$770K Sell
15,202
-117
-0.8% -$5.68K 0.1% 189
2013
Q4 		$716K Buy
+15,319
New +$707K 0.1% 191

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 Investment Advisors's AEP Position: Q1 2026 in Review

Capital Investment Advisors reduced its American Electric Power (AEP) stake by 4.1% in Q1 2026, selling an estimated $283K and leaving 52,874 shares worth $6.93M. The position accounts for 0.1% of the portfolio, ranked #139.

Capital Investment Advisors first reported a position in AEP in Q4 2013 and has held it in 50 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Capital Investment Advisors held 52,874 shares of American Electric Power worth $6.93M as of Q1 2026.
  • Capital Investment Advisors sold 2,264 American Electric Power shares in Q1 2026, an estimated $283K.
  • American Electric Power made up 0.1% of Capital Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Capital Investment Advisors first reported a position in American Electric Power in Q4 2013 and has held it in 50 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.