Caption Management’s American Electric Power AEP Stock Holding History

Caption Management’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
2025 Q3	–	Sell	-105,000	Closed	-$10.9M	–	1621
2025 Q2	$10.9M	Hold	105,000	–	–	0.12%	188
2025 Q1	$11.5M	Buy	+105,000	New	+$10.6M	0.11%	178
2022 Q2	–	Sell	-91,500	Closed	-$9.13M	–	1396
2022 Q1	$9.13M	Hold	91,500	–	–	0.11%	244
2021 Q4	$8.14M	Buy	+91,500	New	+$7.72M	0.09%	307

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Caption Management's AEP Position: Q1 2026 in Review

Caption Management sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 2,000 shares — an estimated $231K sold.

Caption Management first reported a position in AEP in Q3 2023 and held it in 4 quarters. The position peaked at $2.31M in Q4 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Caption Management reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Caption Management sold 2,000 American Electric Power shares in Q1 2026, an estimated $231K.
Caption Management first reported a position in American Electric Power in Q3 2023 and held it in 4 quarters.
Caption Management's American Electric Power position peaked at $2.31M in Q4 2024.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.