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CoreCap Advisors’s American Electric Power AEP Stock Holding History

CoreCap Advisors’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 		$7.39M Buy
54,003
+3,538
+7% +$466K 0.22% 97
2026
Q1 		$6.62M Buy
50,465
+4,680
+10% +$586K 0.23% 93
2025
Q4 		$5.28M Buy
45,785
+3,836
+9% +$453K 0.18% 103
2025
Q3 		$4.72M Buy
41,949
+4,757
+13% +$520K 0.17% 107
2025
Q2 		$3.86M Buy
37,192
+1,823
+5% +$190K 0.16% 123
2025
Q1 		$3.86M Buy
35,369
+5,681
+19% +$575K 0.17% 117
2024
Q4 		$2.74M Buy
29,688
+24,207
+442% +$2.34M 0.12% 161
2024
Q3 		$562K Buy
+5,481
New +$535K 0.03% 442
2024
Q2 		– Sell
-5,477
Closed -$472K – 1625
2024
Q1 		$472K Buy
5,477
+120
+2% +$9.76K 0.03% 409
2023
Q4 		$435K Buy
5,357
+451
+9% +$35K 0.03% 372
2023
Q3 		$369K Sell
4,906
-105
-2% -$8.54K 0.03% 374
2023
Q2 		$422K Buy
+5,011
New +$443K 0.03% 382
2022
Q4 		$485K Sell
5,111
-180
-3% -$16.4K 0.03% 360
2022
Q3 		$457K Sell
5,291
-289
-5% -$28.6K 0.04% 325
2022
Q2 		$535K Sell
5,580
-567
-9% -$56.2K 0.04% 308
2022
Q1 		$613K Sell
6,147
-821
-12% -$75K 0.04% 304
2021
Q4 		$620K Buy
+6,968
New +$588K 0.04% 320

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

CoreCap Advisors's AEP Position: Q2 2026 in Review

CoreCap Advisors increased its American Electric Power (AEP) stake by 7% in Q2 2026, buying an estimated $466K and bringing the position to 54,003 shares worth $7.39M. The position accounts for 0.22% of the portfolio, ranked #97.

CoreCap Advisors first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. 490 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CoreCap Advisors held 54,003 shares of American Electric Power worth $7.39M as of Q2 2026.
  • CoreCap Advisors bought 3,538 American Electric Power shares in Q2 2026, an estimated $466K.
  • American Electric Power made up 0.22% of CoreCap Advisors's portfolio in Q2 2026, its #97 holding.
  • CoreCap Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
  • 490 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.