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Cary Street Partners Investment Advisory’s American Electric Power AEP Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$170K Buy
1,240
+131
+12% +$17.3K 0.03% 409
2026
Q1 		$145K Sell
1,109
-8
-0.7% -$1K 0.04% 402
2025
Q4 		$129K Sell
1,117
-523
-32% -$61.8K 0.03% 390
2025
Q3 		$184K Buy
1,640
+849
+107% +$92.9K 0.08% 281
2025
Q2 		$82K Buy
791
+89
+13% +$9.26K 0.04% 347
2025
Q1 		$76.7K Buy
702
+321
+84% +$32.5K 0.04% 322
2024
Q4 		$35.1K Sell
381
-30,473
-99% -$2.95M 0.02% 352
2024
Q3 		$3.17M Buy
30,854
+5,189
+20% +$506K 0.12% 194
2024
Q2 		$2.25M Buy
25,665
+1,868
+8% +$163K 0.09% 233
2024
Q1 		$2.05M Buy
23,797
+35
+0.1% +$2.85K 0.09% 238
2023
Q4 		$1.93M Sell
23,762
-38
-0.2% -$2.95K 0.09% 233
2023
Q3 		$1.79M Buy
23,800
+998
+4% +$81.2K 0.1% 226
2023
Q2 		$1.92M Sell
22,802
-49
-0.2% -$4.33K 0.12% 182
2023
Q1 		$2.08M Sell
22,851
-98
-0.4% -$8.96K 0.15% 161
2022
Q4 		$2.18M Buy
22,949
+38
+0.2% +$3.46K 0.16% 150
2022
Q3 		$1.98M Buy
22,911
+4,981
+28% +$492K 0.16% 148
2022
Q2 		$1.72M Buy
17,930
+14,256
+388% +$1.41M 0.15% 158
2022
Q1 		$367K Buy
+3,674
New +$336K 0.1% 181
2021
Q3 		– Sell
-2,486
Closed -$210K – 246
2021
Q2 		$210K Buy
2,486
+87
+4% +$7.49K 0.07% 236
2021
Q1 		$203K Sell
2,399
-8,897
-79% -$717K 0.08% 205
2020
Q4 		$941K Buy
11,296
+10,447
+1,231% +$907K 0.18% 124
2020
Q3 		$69K Buy
+849
New +$69.9K 0.01% 430

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's AEP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its American Electric Power (AEP) stake by 12% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,240 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #409.

Cary Street Partners Investment Advisory first reported a position in AEP in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.17M in Q3 2024. 1,644 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,240 shares of American Electric Power worth $170K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 131 American Electric Power shares in Q2 2026, an estimated $17.3K.
  • American Electric Power made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #409 holding.
  • Cary Street Partners Investment Advisory first reported a position in American Electric Power in Q3 2020 and has held it in 22 quarters since.
  • Cary Street Partners Investment Advisory's American Electric Power position peaked at $3.17M in Q3 2024.
  • 1,644 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.