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 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 $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

Cladis Investment Advisory's AEP Position: Q1 2026 in Review

Cladis Investment Advisory held its American Electric Power (AEP) position steady in Q1 2026 at 3,158 shares worth $414K. The position accounts for 0.23% of the portfolio, ranked #109.

Cladis Investment Advisory first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Cladis Investment Advisory held 3,158 shares of American Electric Power worth $414K as of Q1 2026.
Cladis Investment Advisory left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.23% of Cladis Investment Advisory's portfolio in Q1 2026, its #109 holding.
Cladis Investment Advisory first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.