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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
2023
Q4 		– Sell
-41,400
Closed -$3.11M – 1303
2023
Q3 		$3.11M Buy
+41,400
New +$3.37M 0.05% 468
2022
Q2 		– Sell
-60,000
Closed -$5.99M – 1397
2022
Q1 		$5.99M Buy
+60,000
New +$5.48M 0.07% 362

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

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.