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

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 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. 605 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.
605 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.