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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
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 $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 Performance Advisors's AEP Position: Q1 2026 in Review

Capital Performance Advisors increased its American Electric Power (AEP) stake by 13% in Q1 2026, buying an estimated $30.9K and bringing the position to 2,120 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #349.

Capital Performance Advisors first reported a position in AEP in Q3 2024 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Capital Performance Advisors held 2,120 shares of American Electric Power worth $278K as of Q1 2026.
  • Capital Performance Advisors bought 247 American Electric Power shares in Q1 2026, an estimated $30.9K.
  • American Electric Power made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #349 holding.
  • Capital Performance Advisors first reported a position in American Electric Power in Q3 2024 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.