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
2026
Q1 		$1.53M Sell
11,700
-1,500
-11% -$188K ﹤0.01% 717
2025
Q4 		$1.52M Sell
13,200
-1,600
-11% -$189K ﹤0.01% 706
2025
Q3 		$1.67M Buy
14,800
+800
+6% +$87.5K ﹤0.01% 834
2025
Q2 		$1.45M Sell
14,000
-1,800
-11% -$187K ﹤0.01% 744
2025
Q1 		$1.73M Sell
15,800
-14,800
-48% -$1.5M ﹤0.01% 721
2024
Q4 		$2.82M Buy
30,600
+5,400
+21% +$523K 0.01% 736
2024
Q3 		$2.59M Buy
25,200
+900
+4% +$87.8K 0.01% 649
2024
Q2 		$2.13M Buy
24,300
+10,200
+72% +$892K 0.01% 696
2024
Q1 		$1.21M Sell
14,100
-210,600
-94% -$17.1M ﹤0.01% 1030
2023
Q4 		$18.3M Buy
224,700
+12,300
+6% +$955K 0.05% 224
2023
Q3 		$16M Sell
212,400
-600
-0.3% -$48.8K 0.07% 182
2023
Q2 		$17.9M Buy
213,000
+3,300
+2% +$291K 0.09% 153
2023
Q1 		$19.1M Buy
209,700
+190,400
+987% +$17.4M 0.1% 140
2022
Q4 		$1.83M Buy
19,300
+1,600
+9% +$146K 0.01% 739
2022
Q3 		$1.53M Buy
17,700
+100
+0.6% +$9.89K 0.01% 864
2022
Q2 		$1.69M Sell
17,600
-51,300
-74% -$5.08M 0.01% 828
2022
Q1 		$6.87M Sell
68,900
-123,200
-64% -$11.3M 0.02% 596
2021
Q4 		$17.1M Buy
192,100
+3,000
+2% +$253K 0.03% 465
2021
Q3 		$15.4M Buy
189,100
+28,800
+18% +$2.51M 0.03% 488
2021
Q2 		$13.6M Buy
160,300
+7,800
+5% +$672K 0.03% 445
2021
Q1 		$12.9M Buy
152,500
+33,800
+28% +$2.72M 0.04% 397
2020
Q4 		$9.88M Buy
118,700
+95,600
+414% +$8.3M 0.03% 407
2020
Q3 		$1.89M Buy
23,100
+8,900
+63% +$733K 0.01% 831
2020
Q2 		$1.13M Buy
14,200
+8,200
+137% +$669K 0.01% 884
2020
Q1 		$480K Sell
6,000
-46,600
-89% -$4.41M 0.01% 898
2019
Q4 		$4.97M Buy
52,600
+3,400
+7% +$314K 0.03% 557
2019
Q3 		$4.61M Buy
49,200
+11,800
+32% +$1.07M 0.03% 469
2019
Q2 		$3.29M Buy
37,400
+26,600
+246% +$2.29M 0.02% 586
2019
Q1 		$905K Buy
10,800
+3,700
+52% +$294K 0.01% 841
2018
Q4 		$531K Buy
7,100
+6,500
+1,083% +$488K 0.01% 802
2018
Q3 		$43K Buy
+600
New +$42.7K ﹤0.01% 1219

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.