CFO
AEP icon

CVA Family Office’s American Electric Power AEP Stock Holding History

CVA Family Office’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 		$299K Buy
2,278
+244
+12% +$30.5K 0.03% 247
2025
Q4 		$235K Sell
2,034
-130
-6% -$15.4K 0.03% 273
2025
Q3 		$243K Hold
2,164
– – 0.03% 257
2025
Q2 		$225K Buy
2,164
+27
+1% +$2.81K 0.03% 273
2025
Q1 		$234K Buy
2,137
+41
+2% +$4.15K 0.04% 259
2024
Q4 		$193K Buy
2,096
+108
+5% +$10.5K 0.03% 276
2024
Q3 		$204K Buy
1,988
+36
+2% +$3.51K 0.03% 259
2024
Q2 		$171K Sell
1,952
-55
-3% -$4.81K 0.03% 262
2024
Q1 		$173K Sell
2,007
-199
-9% -$16.2K 0.03% 268
2023
Q4 		$179K Buy
+2,206
New +$171K 0.03% 249
2023
Q3 		– Sell
-1,248
Closed -$105K – 237
2023
Q2 		$105K Buy
1,248
+225
+22% +$19.9K 0.02% 305
2023
Q1 		$93.1K Sell
1,023
-339
-25% -$31K 0.02% 321
2022
Q4 		$129K Buy
1,362
+410
+43% +$37.3K 0.03% 257
2022
Q3 		$82K Buy
952
+20
+2% +$1.98K 0.02% 270
2022
Q2 		$89K Buy
932
+75
+9% +$7.43K 0.02% 262
2022
Q1 		$86K Buy
857
+15
+2% +$1.37K 0.02% 289
2021
Q4 		$75K Sell
842
-365
-30% -$30.8K 0.02% 288
2021
Q3 		$99K Buy
1,207
+130
+12% +$11.3K 0.07% 124
2021
Q2 		$91K Buy
1,077
+235
+28% +$20.2K 0.03% 253
2021
Q1 		$71K Buy
842
+495
+143% +$39.9K 0.03% 229
2020
Q4 		$29K Sell
347
-860
-71% -$74.6K 0.02% 243
2020
Q3 		$99K Buy
1,207
+860
+248% +$70.8K 0.07% 124
2020
Q2 		$28K Hold
347
– – 0.02% 193
2020
Q1 		$28K Buy
+347
New +$32.8K 0.03% 177

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

CVA Family Office's AEP Position: Q1 2026 in Review

CVA Family Office increased its American Electric Power (AEP) stake by 12% in Q1 2026, buying an estimated $30.5K and bringing the position to 2,278 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #247.

CVA Family Office first reported a position in AEP in Q1 2020 and has held it in 24 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • CVA Family Office held 2,278 shares of American Electric Power worth $299K as of Q1 2026.
  • CVA Family Office bought 244 American Electric Power shares in Q1 2026, an estimated $30.5K.
  • American Electric Power made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #247 holding.
  • CVA Family Office first reported a position in American Electric Power in Q1 2020 and has held it in 24 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.