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 		$3.04M Buy
23,200
+3,400
+17% +$425K 0.01% 530
2025
Q4 		$2.28M Sell
19,800
-11,500
-37% -$1.36M ﹤0.01% 582
2025
Q3 		$3.52M Buy
31,300
+6,100
+24% +$667K 0.01% 577
2025
Q2 		$2.61M Sell
25,200
-11,200
-31% -$1.17M 0.01% 559
2025
Q1 		$3.98M Sell
36,400
-72,800
-67% -$7.37M 0.01% 517
2024
Q4 		$10.1M Buy
109,200
+9,400
+9% +$910K 0.02% 355
2024
Q3 		$10.2M Sell
99,800
-5,500
-5% -$537K 0.03% 297
2024
Q2 		$9.24M Buy
105,300
+58,000
+123% +$5.07M 0.03% 324
2024
Q1 		$4.07M Sell
47,300
-12,900
-21% -$1.05M 0.01% 516
2023
Q4 		$4.89M Buy
60,200
+29,400
+95% +$2.28M 0.01% 534
2023
Q3 		$2.32M Buy
30,800
+1,100
+4% +$89.5K 0.01% 677
2023
Q2 		$2.5M Sell
29,700
-62,400
-68% -$5.51M 0.01% 576
2023
Q1 		$8.38M Buy
92,100
+68,000
+282% +$6.22M 0.04% 264
2022
Q4 		$2.29M Buy
24,100
+1,000
+4% +$91K 0.02% 660
2022
Q3 		$2M Buy
23,100
+2,900
+14% +$287K 0.01% 750
2022
Q2 		$1.94M Sell
20,200
-164,200
-89% -$16.3M 0.01% 776
2022
Q1 		$18.4M Buy
184,400
+4,300
+2% +$393K 0.05% 280
2021
Q4 		$16M Sell
180,100
-16,700
-8% -$1.41M 0.03% 485
2021
Q3 		$16M Buy
196,800
+42,200
+27% +$3.68M 0.03% 479
2021
Q2 		$13.1M Buy
154,600
+17,500
+13% +$1.51M 0.03% 454
2021
Q1 		$11.6M Buy
137,100
+5,700
+4% +$459K 0.03% 433
2020
Q4 		$10.9M Buy
131,400
+33,200
+34% +$2.88M 0.04% 382
2020
Q3 		$8.03M Buy
98,200
+35,700
+57% +$2.94M 0.04% 376
2020
Q2 		$4.98M Buy
62,500
+21,600
+53% +$1.76M 0.03% 433
2020
Q1 		$3.27M Sell
40,900
-81,000
-66% -$7.66M 0.05% 386
2019
Q4 		$11.5M Buy
121,900
+39,400
+48% +$3.64M 0.06% 327
2019
Q3 		$7.73M Buy
82,500
+6,500
+9% +$590K 0.05% 334
2019
Q2 		$6.69M Buy
76,000
+36,700
+93% +$3.16M 0.05% 386
2019
Q1 		$3.29M Buy
39,300
+22,000
+127% +$1.75M 0.03% 462
2018
Q4 		$1.29M Buy
17,300
+14,600
+541% +$1.1M 0.02% 545
2018
Q3 		$191K Buy
+2,700
New +$192K ﹤0.01% 1026

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.