Cladis Investment Advisory’s American Electric Power AEP Stock Holding History

Cladis Investment Advisory’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	$432K	Hold	3,158	–	–	0.2%	113
2026 Q1	$414K	Hold	3,158	–	–	0.23%	109
2025 Q4	$364K	Hold	3,158	–	–	0.2%	108
2025 Q3	$355K	Hold	3,158	–	–	0.2%	113
2025 Q2	$328K	Hold	3,158	–	–	0.21%	107
2025 Q1	$345K	Hold	3,158	–	–	0.25%	95
2024 Q4	$291K	Hold	3,158	–	–	0.21%	100
2024 Q3	$324K	Hold	3,158	–	–	0.22%	99
2024 Q2	$277K	Hold	3,158	–	–	0.2%	108
2024 Q1	$272K	Hold	3,158	–	–	0.2%	113
2023 Q4	$256K	Hold	3,158	–	–	0.2%	111
2023 Q3	$238K	Hold	3,158	–	–	0.21%	108
2023 Q2	$266K	Buy	3,158 +158	+5%	+$14K	0.23%	108
2023 Q1	$273K	Hold	3,000	–	–	0.25%	107
2022 Q4	$285K	Hold	3,000	–	–	0.28%	99
2022 Q3	$259K	Hold	3,000	–	–	0.28%	103
2022 Q2	$288K	Hold	3,000	–	–	0.29%	101
2022 Q1	$299K	Hold	3,000	–	–	0.24%	107
2021 Q4	$267K	Buy	+3,000	New	+$253K	0.21%	122

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 $3.38T AUM 44.17% 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

Cladis Investment Advisory's AEP Position: Q2 2026 in Review

Cladis Investment Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 3,158 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #113.

Cladis Investment Advisory first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Cladis Investment Advisory held 3,158 shares of American Electric Power worth $432K as of Q2 2026.
Cladis Investment Advisory left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.2% of Cladis Investment Advisory's portfolio in Q2 2026, its #113 holding.
Cladis Investment Advisory first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.