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CCM Investment Advisers’s American Electric Power AEP Stock Holding History

CCM Investment Advisers’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 		$10.7M Buy
78,254
+43,145
+123% +$5.68M 0.83% 53
2026
Q1 		$4.6M Buy
+35,109
New +$4.39M 0.44% 60
2024
Q1 		– Sell
-3,220
Closed -$262K – 76
2023
Q4 		$262K Sell
3,220
-106,131
-97% -$8.24M 0.03% 71
2023
Q3 		$8.23M Buy
109,351
+8,749
+9% +$712K 1.13% 51
2023
Q2 		$8.47M Buy
100,602
+3,836
+4% +$339K 1.14% 51
2023
Q1 		$8.8M Buy
+96,766
New +$8.85M 1.25% 51

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM Investment Advisers's AEP Position: Q2 2026 in Review

CCM Investment Advisers increased its American Electric Power (AEP) stake by 123% in Q2 2026, buying an estimated $5.68M and bringing the position to 78,254 shares worth $10.7M. The position accounts for 0.83% of the portfolio, ranked #53.

CCM Investment Advisers first reported a position in AEP in Q1 2023 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CCM Investment Advisers held 78,254 shares of American Electric Power worth $10.7M as of Q2 2026.
  • CCM Investment Advisers bought 43,145 American Electric Power shares in Q2 2026, an estimated $5.68M.
  • American Electric Power made up 0.83% of CCM Investment Advisers's portfolio in Q2 2026, its #53 holding.
  • CCM Investment Advisers first reported a position in American Electric Power in Q1 2023 and has held it in 6 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.