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Capital Investment Advisory Services’s American Electric Power AEP Stock Holding History

Capital Investment Advisory Services’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 		$573K Buy
4,190
+23
+0.6% +$3.03K 0.04% 422
2026
Q1 		$546K Buy
4,167
+228
+6% +$28.5K 0.04% 376
2025
Q4 		$454K Buy
3,939
+142
+4% +$16.8K 0.03% 400
2025
Q3 		$427K Buy
3,797
+358
+10% +$39.2K 0.03% 398
2025
Q2 		$357K Sell
3,439
-226
-6% -$23.5K 0.03% 412
2025
Q1 		$400K Sell
3,665
-196
-5% -$19.9K 0.04% 366
2024
Q4 		$356K Sell
3,861
-660
-15% -$63.9K 0.03% 360
2024
Q3 		$464K Buy
4,521
+4
+0.1% +$390 0.04% 312
2024
Q2 		$396K Buy
4,517
+52
+1% +$4.55K 0.04% 334
2024
Q1 		$384K Sell
4,465
-311
-7% -$25.3K 0.04% 353
2023
Q4 		$388K Buy
4,776
+1,462
+44% +$113K 0.04% 349
2023
Q3 		$249K Buy
3,314
+391
+13% +$31.8K 0.02% 419
2023
Q2 		$246K Buy
2,923
+22
+0.8% +$1.94K 0.02% 412
2023
Q1 		$264K Sell
2,901
-642
-18% -$58.7K 0.03% 391
2022
Q4 		$336K Buy
3,543
+604
+21% +$55K 0.04% 346
2022
Q3 		$254K Sell
2,939
-141
-5% -$13.9K 0.03% 374
2022
Q2 		$295K Sell
3,080
-346
-10% -$34.3K 0.04% 358
2022
Q1 		$342K Buy
3,426
+203
+6% +$18.5K 0.04% 362
2021
Q4 		$287K Buy
3,223
+504
+19% +$42.5K 0.03% 390
2021
Q3 		$221K Buy
2,719
+36
+1% +$3.14K 0.03% 425
2021
Q2 		$227K Buy
+2,683
New +$231K 0.03% 430
2019
Q4 		– Sell
-1,868
Closed -$175K – 561
2019
Q3 		$175K Hold
1,868
– – 0.05% 292
2019
Q2 		$168K Buy
1,868
+490
+36% +$42.2K 0.05% 301
2019
Q1 		$115K Buy
1,378
+105
+8% +$8.35K 0.04% 300
2018
Q4 		$95K Buy
+1,273
New +$95.5K 0.04% 313

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Investment Advisory Services's AEP Position: Q2 2026 in Review

Capital Investment Advisory Services increased its American Electric Power (AEP) stake by 0.55% in Q2 2026, buying an estimated $3.03K and bringing the position to 4,190 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #422.

Capital Investment Advisory Services first reported a position in AEP in Q4 2018 and has held it in 25 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Capital Investment Advisory Services held 4,190 shares of American Electric Power worth $573K as of Q2 2026.
  • Capital Investment Advisory Services bought 23 American Electric Power shares in Q2 2026, an estimated $3.03K.
  • American Electric Power made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #422 holding.
  • Capital Investment Advisory Services first reported a position in American Electric Power in Q4 2018 and has held it in 25 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.