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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
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 $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

Caprock Group's AEP Position: Q1 2026 in Review

Caprock Group reduced its American Electric Power (AEP) stake by 25% in Q1 2026, selling an estimated $490K and leaving 11,872 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #417.

Caprock Group first reported a position in AEP in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.82M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Caprock Group held 11,872 shares of American Electric Power worth $1.56M as of Q1 2026.
  • Caprock Group sold 3,915 American Electric Power shares in Q1 2026, an estimated $490K.
  • American Electric Power made up 0.04% of Caprock Group's portfolio in Q1 2026, its #417 holding.
  • Caprock Group first reported a position in American Electric Power in Q3 2023 and has held it in 9 quarters since.
  • Caprock Group's American Electric Power position peaked at $1.82M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.