Cascade Investment Group’s American Electric Power AEP Stock Holding History

Cascade Investment Group’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 Q1	$697K	Buy	5,315 +51	+1%	+$6.38K	0.46%	58
2025 Q4	$607K	Buy	5,264 +74	+1%	+$8.74K	0.41%	57
2025 Q3	$584K	Buy	5,190 +98	+2%	+$10.7K	0.39%	61
2025 Q2	$528K	Buy	5,092 +221	+5%	+$23K	0.37%	62
2025 Q1	$532K	Buy	4,871 +238	+5%	+$24.1K	0.41%	56
2024 Q4	$427K	Buy	4,633 +2,357	+104%	+$228K	0.31%	73
2024 Q3	$234K	Buy	+2,276	New	+$222K	0.17%	122
2024 Q1	–	Sell	-2,501	Closed	-$203K	–	143
2023 Q4	$203K	Buy	+2,501	New	+$194K	0.16%	131
2023 Q3	–	Sell	-2,651	Closed	-$223K	–	123
2023 Q2	$223K	Hold	2,651	–	–	0.2%	110
2023 Q1	$241K	Hold	2,651	–	–	0.24%	103
2022 Q4	$252K	Buy	+2,651	New	+$241K	0.26%	99

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

Cascade Investment Group's AEP Position: Q1 2026 in Review

Cascade Investment Group increased its American Electric Power (AEP) stake by 0.97% in Q1 2026, buying an estimated $6.38K and bringing the position to 5,315 shares worth $697K. The position accounts for 0.46% of the portfolio, ranked #58.

Cascade Investment Group first reported a position in AEP in Q4 2022 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Cascade Investment Group held 5,315 shares of American Electric Power worth $697K as of Q1 2026.
Cascade Investment Group bought 51 American Electric Power shares in Q1 2026, an estimated $6.38K.
American Electric Power made up 0.46% of Cascade Investment Group's portfolio in Q1 2026, its #58 holding.
Cascade Investment Group first reported a position in American Electric Power in Q4 2022 and has held it in 11 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.