CG
AEP icon

Caprock Group’s American Electric Power AEP Stock Holding History

Caprock Group’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 		$2.02M Buy
14,774
+2,902
+24% +$382K 0.04% 396
2026
Q1 		$1.56M Sell
11,872
-3,915
-25% -$490K 0.04% 417
2025
Q4 		$1.82M Buy
15,787
+8,583
+119% +$1.01M 0.04% 411
2025
Q3 		$813K Buy
+7,204
New +$788K 0.02% 636
2025
Q1 		$1.04M Buy
9,481
+1,560
+20% +$158K 0.03% 455
2024
Q4 		$731K Buy
7,921
+670
+9% +$64.8K 0.02% 507
2024
Q3 		$744K Buy
7,251
+573
+9% +$55.9K 0.03% 466
2024
Q2 		$586K Buy
6,678
+3,521
+112% +$308K 0.02% 496
2024
Q1 		$272K Buy
+3,157
New +$257K 0.02% 590
2023
Q4 		– Sell
-3,334
Closed -$251K – 694
2023
Q3 		$251K Buy
+3,334
New +$271K 0.02% 550

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 $3.37T AUM 44.26% 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

Caprock Group's AEP Position: Q2 2026 in Review

Caprock Group increased its American Electric Power (AEP) stake by 24% in Q2 2026, buying an estimated $382K and bringing the position to 14,774 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #396.

Caprock Group first reported a position in AEP in Q3 2023 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Caprock Group held 14,774 shares of American Electric Power worth $2.02M as of Q2 2026.
  • Caprock Group bought 2,902 American Electric Power shares in Q2 2026, an estimated $382K.
  • American Electric Power made up 0.04% of Caprock Group's portfolio in Q2 2026, its #396 holding.
  • Caprock Group first reported a position in American Electric Power in Q3 2023 and has held it in 10 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.