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

Cary Street 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
2026
Q2 		$2.92M Sell
21,348
-17,153
-45% -$2.26M 0.06% 285
2026
Q1 		$5.05M Sell
38,501
-3,183
-8% -$398K 0.13% 175
2025
Q4 		$4.81M Buy
41,684
+4,461
+12% +$527K 0.12% 177
2025
Q3 		$4.19M Buy
37,223
+2,914
+8% +$319K 0.11% 198
2025
Q2 		$3.56M Sell
34,309
-1,582
-4% -$165K 0.1% 205
2025
Q1 		$3.92M Buy
35,891
+869
+2% +$88K 0.12% 173
2024
Q4 		$3.23M Buy
+35,022
New +$3.39M 0.11% 191

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Cary Street Partners reduced its American Electric Power (AEP) stake by 45% in Q2 2026, selling an estimated $2.26M and leaving 21,348 shares worth $2.92M. The position accounts for 0.06% of the portfolio, ranked #285.

Cary Street Partners first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q1 2026. 673 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cary Street Partners held 21,348 shares of American Electric Power worth $2.92M as of Q2 2026.
  • Cary Street Partners sold 17,153 American Electric Power shares in Q2 2026, an estimated $2.26M.
  • American Electric Power made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #285 holding.
  • Cary Street Partners first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's American Electric Power position peaked at $5.05M in Q1 2026.
  • 673 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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