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Coldstream Capital Management’s American Electric Power AEP Stock Holding History

Coldstream Capital Management’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 		$1.43M Buy
10,887
+767
+8% +$96K 0.02% 381
2025
Q4 		$1.17M Buy
10,120
+352
+4% +$41.6K 0.02% 408
2025
Q3 		$1.1M Buy
9,768
+231
+2% +$25.3K 0.01% 436
2025
Q2 		$990K Buy
9,537
+366
+4% +$38.1K 0.02% 425
2025
Q1 		$1M Buy
9,171
+722
+9% +$73.1K 0.02% 381
2024
Q4 		$779K Sell
8,449
-194
-2% -$18.8K 0.02% 436
2024
Q3 		$877K Buy
8,643
+934
+12% +$91.2K 0.02% 415
2024
Q2 		$676K Sell
7,709
-168
-2% -$14.7K 0.02% 433
2024
Q1 		$678K Buy
7,877
+758
+11% +$61.6K 0.02% 442
2023
Q4 		$578K Buy
7,119
+594
+9% +$46.1K 0.02% 443
2023
Q3 		$491K Buy
6,525
+702
+12% +$57.1K 0.02% 430
2023
Q2 		$490K Sell
5,823
-578
-9% -$51.1K 0.02% 456
2023
Q1 		$582K Buy
6,401
+349
+6% +$31.9K 0.02% 385
2022
Q4 		$575K Buy
+6,052
New +$551K 0.02% 386
2022
Q2 		$529K Buy
5,517
+460
+9% +$45.6K 0.02% 370
2022
Q1 		$505K Sell
5,057
-82
-2% -$7.49K 0.02% 377
2021
Q4 		$457K Buy
+5,139
New +$433K 0.01% 452
2021
Q3 		– Sell
-2,708
Closed -$229K – 407
2021
Q2 		$229K Buy
2,708
+264
+11% +$22.7K 0.01% 472
2021
Q1 		$207K Buy
+2,444
New +$197K 0.01% 422
2020
Q1 		– Sell
-2,236
Closed -$211K – 279
2019
Q4 		$211K Buy
2,236
+8
+0.4% +$739 0.02% 322
2019
Q3 		$209K Sell
2,228
-71
-3% -$6.45K 0.02% 308
2019
Q2 		$202K Buy
+2,299
New +$198K 0.02% 312
2016
Q4 		– Sell
-27,666
Closed -$1.78M – 236
2016
Q3 		$1.78M Buy
+27,666
New +$1.86M 0.31% 65

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Coldstream Capital Management's AEP Position: Q1 2026 in Review

Coldstream Capital Management increased its American Electric Power (AEP) stake by 7.6% in Q1 2026, buying an estimated $96K and bringing the position to 10,887 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #381.

Coldstream Capital Management first reported a position in AEP in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.78M in Q3 2016. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Coldstream Capital Management held 10,887 shares of American Electric Power worth $1.43M as of Q1 2026.
  • Coldstream Capital Management bought 767 American Electric Power shares in Q1 2026, an estimated $96K.
  • American Electric Power made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #381 holding.
  • Coldstream Capital Management first reported a position in American Electric Power in Q3 2016 and has held it in 23 quarters since.
  • Coldstream Capital Management's American Electric Power position peaked at $1.78M in Q3 2016.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.