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 Q2	$756K	Buy	5,525 +210	+4%	+$27.7K	0.42%	63
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascade Investment Group's AEP Position: Q2 2026 in Review

Cascade Investment Group increased its American Electric Power (AEP) stake by 4% in Q2 2026, buying an estimated $27.7K and bringing the position to 5,525 shares worth $756K. The position accounts for 0.42% of the portfolio, ranked #63.

Cascade Investment Group first reported a position in AEP in Q4 2022 and has held it in 12 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Cascade Investment Group held 5,525 shares of American Electric Power worth $756K as of Q2 2026.
Cascade Investment Group bought 210 American Electric Power shares in Q2 2026, an estimated $27.7K.
American Electric Power made up 0.42% of Cascade Investment Group's portfolio in Q2 2026, its #63 holding.
Cascade Investment Group first reported a position in American Electric Power in Q4 2022 and has held it in 12 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.