Capstone Investment Advisors
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Capstone Investment Advisors’s American Electric Power AEP Stock Holding History

Capstone Investment 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
2024
Q4 		– Sell
-1,858
Closed -$180K – 1826
2024
Q3 		$191K Sell
1,858
-13,884
-88% -$1.35M ﹤0.01% 1594
2024
Q2 		$1.38M Buy
15,742
+7,252
+85% +$634K ﹤0.01% 858
2024
Q1 		$731K Buy
8,490
+1,060
+14% +$86.2K ﹤0.01% 1338
2023
Q4 		$603K Sell
7,430
-4,416
-37% -$343K ﹤0.01% 1249
2023
Q3 		$891K Buy
+11,846
New +$964K ﹤0.01% 1028
2023
Q2 		– Sell
-15
Closed -$1.32K – 1827
2023
Q1 		$1.36K Sell
15
-91
-86% -$8.32K ﹤0.01% 1502
2022
Q4 		$10.1K Buy
106
+26
+33% +$2.37K ﹤0.01% 1481
2022
Q3 		$7K Sell
80
-2,016
-96% -$199K ﹤0.01% 1635
2022
Q2 		$201K Buy
+2,096
New +$208K ﹤0.01% 1408
2021
Q4 		– Sell
-41,989
Closed -$3.54M – 1833
2021
Q3 		$3.41M Buy
+41,989
New +$3.67M 0.01% 993
2021
Q1 		– Sell
-8,297
Closed -$669K – 1644
2020
Q4 		$691K Buy
8,297
+6,197
+295% +$538K ﹤0.01% 1177
2020
Q3 		$172K Buy
+2,100
New +$173K ﹤0.01% 1295
2018
Q4 		– Sell
-271
Closed -$20.3K – 1242
2018
Q3 		$19K Buy
+271
New +$19.3K ﹤0.01% 1246
2016
Q4 		– Sell
-46,626
Closed -$2.99M – 894
2016
Q3 		$2.99M Buy
+46,626
New +$3.14M 0.07% 192
2016
Q2 		– Sell
-49,984
Closed -$3.32M – 672
2016
Q1 		$3.32M Buy
+49,984
New +$3.09M 0.1% 137

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capstone Investment Advisors's AEP Position: Q4 2024 in Review

Capstone Investment Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 1,858 shares — an estimated $180K sold.

Capstone Investment Advisors first reported a position in AEP in Q1 2016 and held it in 15 quarters. The position peaked at $3.41M in Q3 2021. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Capstone Investment Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,858 American Electric Power shares in Q4 2024, an estimated $180K.
  • Capstone Investment Advisors first reported a position in American Electric Power in Q1 2016 and held it in 15 quarters.
  • Capstone Investment Advisors's American Electric Power position peaked at $3.41M in Q3 2021.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.