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

Capital Performance 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
Q2 		– Sell
-2,120
Closed -$278K – 322
2026
Q1 		$278K Buy
2,120
+247
+13% +$30.9K 0.02% 349
2025
Q4 		$216K Buy
1,873
+5
+0.3% +$591 0.02% 404
2025
Q3 		$210K Buy
+1,868
New +$204K 0.03% 309
2024
Q4 		– Sell
-190
Closed -$19.5K – 220
2024
Q3 		$19.5K Buy
+190
New +$18.5K 0.01% 608

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 Performance Advisors's AEP Position: Q2 2026 in Review

Capital Performance Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 2,120 shares — an estimated $278K sold.

Capital Performance Advisors first reported a position in AEP in Q3 2024 and held it in 4 quarters. The position peaked at $278K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Capital Performance Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,120 American Electric Power shares in Q2 2026, an estimated $278K.
  • Capital Performance Advisors first reported a position in American Electric Power in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's American Electric Power position peaked at $278K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.