CCP
AEP icon

Carmel Capital Partners’s American Electric Power AEP Stock Holding History

Carmel Capital Partners’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
-3,082
Closed -$320K – 106
2025
Q2 		$320K Sell
3,082
-440
-12% -$45.8K 0.11% 111
2025
Q1 		$385K Sell
3,522
-5
-0.1% -$506 0.15% 109
2024
Q4 		$325K Buy
3,527
+8
+0.2% +$774 0.13% 114
2024
Q3 		$361K Buy
3,519
+262
+8% +$25.6K 0.14% 112
2024
Q2 		$286K Buy
3,257
+297
+10% +$26K 0.12% 119
2024
Q1 		$255K Buy
2,960
+297
+11% +$24.1K 0.11% 132
2023
Q4 		$216K Sell
2,663
-169
-6% -$13.1K 0.11% 141
2023
Q3 		$213K Sell
2,832
-14
-0.5% -$1.14K 0.1% 142
2023
Q2 		$240K Buy
2,846
+119
+4% +$10.5K 0.12% 107
2023
Q1 		$248K Buy
2,727
+319
+13% +$29.2K 0.15% 116
2022
Q4 		$229K Buy
+2,408
New +$219K 0.16% 115

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carmel Capital Partners's AEP Position: Q3 2025 in Review

Carmel Capital Partners sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 3,082 shares — an estimated $320K sold.

Carmel Capital Partners first reported a position in AEP in Q4 2022 and held it in 11 quarters. The position peaked at $385K in Q1 2025. 1,717 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Carmel Capital Partners reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 3,082 American Electric Power shares in Q3 2025, an estimated $320K.
  • Carmel Capital Partners first reported a position in American Electric Power in Q4 2022 and held it in 11 quarters.
  • Carmel Capital Partners's American Electric Power position peaked at $385K in Q1 2025.
  • 1,717 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.