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Capital Squared Financial’s American Electric Power AEP Stock Holding History

Capital Squared Financial’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 		$375K Buy
2,745
+18
+0.7% +$2.37K 0.25% 65
2026
Q1 		$357K Buy
2,727
+399
+17% +$49.9K 0.27% 61
2025
Q4 		$268K Buy
2,328
+19
+0.8% +$2.24K 0.21% 70
2025
Q3 		$260K Buy
2,309
+19
+0.8% +$2.08K 0.23% 69
2025
Q2 		$238K Buy
+2,290
New +$238K 0.28% 58

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
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
WG
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 Squared Financial's AEP Position: Q2 2026 in Review

Capital Squared Financial increased its American Electric Power (AEP) stake by 0.66% in Q2 2026, buying an estimated $2.37K and bringing the position to 2,745 shares worth $375K. The position accounts for 0.25% of the portfolio, ranked #65.

Capital Squared Financial first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Capital Squared Financial held 2,745 shares of American Electric Power worth $375K as of Q2 2026.
  • Capital Squared Financial bought 18 American Electric Power shares in Q2 2026, an estimated $2.37K.
  • American Electric Power made up 0.25% of Capital Squared Financial's portfolio in Q2 2026, its #65 holding.
  • Capital Squared Financial first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.