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CGC Financial Services’s American Electric Power AEP Stock Holding History

CGC Financial Services’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 		$9.58K Sell
70
-103
-60% -$13.6K ﹤0.01% 226
2026
Q1 		$22.7K Buy
173
+112
+184% +$14K 0.01% 166
2025
Q4 		$7.03K Hold
61
– – ﹤0.01% 249
2025
Q3 		$6.86K Hold
61
– – ﹤0.01% 246
2025
Q2 		$6.33K Hold
61
– – ﹤0.01% 241
2025
Q1 		$6.67K Hold
61
– – ﹤0.01% 221
2024
Q4 		$5.63K Hold
61
– – ﹤0.01% 237
2024
Q3 		$6.26K Hold
61
– – ﹤0.01% 229
2024
Q2 		$5.35K Hold
61
– – ﹤0.01% 237
2024
Q1 		$5.25K Buy
+61
New +$4.96K ﹤0.01% 245

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

CGC Financial Services's AEP Position: Q2 2026 in Review

CGC Financial Services reduced its American Electric Power (AEP) stake by 60% in Q2 2026, selling an estimated $13.6K and leaving 70 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

CGC Financial Services first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.7K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CGC Financial Services held 70 shares of American Electric Power worth $9.58K as of Q2 2026.
  • CGC Financial Services sold 103 American Electric Power shares in Q2 2026, an estimated $13.6K.
  • American Electric Power made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #226 holding.
  • CGC Financial Services first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • CGC Financial Services's American Electric Power position peaked at $22.7K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.