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Joseph Group Capital Management’s American Electric Power AEP Stock Holding History

Joseph Group 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
Q2 		$5.35M Buy
39,115
+1,100
+3% +$145K 1.12% 32
2026
Q1 		$4.98M Buy
38,015
+1,341
+4% +$168K 1.24% 26
2025
Q4 		$4.23M Sell
36,674
-2,148
-6% -$254K 1.11% 34
2025
Q3 		$4.37M Buy
38,822
+5,262
+16% +$576K 1.23% 26
2025
Q2 		$3.48M Buy
33,560
+2,753
+9% +$286K 1.17% 33
2025
Q1 		$3.37M Sell
30,807
-1,366
-4% -$138K 1.29% 28
2024
Q4 		$2.97M Buy
32,173
+7,417
+30% +$718K 1.17% 25
2024
Q3 		$2.54M Buy
24,756
+453
+2% +$44.2K 0.97% 34
2024
Q2 		$2.13M Buy
24,303
+2,373
+11% +$208K 1.11% 28
2024
Q1 		$1.89M Buy
21,930
+4,028
+23% +$327K 0.95% 34
2023
Q4 		$1.45M Buy
17,902
+411
+2% +$31.9K 0.84% 35
2023
Q3 		$1.32M Buy
17,491
+2,135
+14% +$174K 0.95% 28
2023
Q2 		$1.29M Buy
15,356
+1,641
+12% +$145K 1.09% 27
2023
Q1 		$1.25M Buy
13,715
+3,090
+29% +$283K 1.09% 26
2022
Q4 		$1.01M Buy
10,625
+2,011
+23% +$183K 0.96% 35
2022
Q3 		$745K Buy
8,614
+714
+9% +$70.6K 0.81% 40
2022
Q2 		$758K Buy
7,900
+312
+4% +$30.9K 0.76% 41
2022
Q1 		$757K Buy
7,588
+99
+1% +$9.04K 0.76% 40
2021
Q4 		$666K Buy
+7,489
New +$632K 0.64% 43

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joseph Group Capital Management's AEP Position: Q2 2026 in Review

Joseph Group Capital Management increased its American Electric Power (AEP) stake by 2.9% in Q2 2026, buying an estimated $145K and bringing the position to 39,115 shares worth $5.35M. The position accounts for 1.12% of the portfolio, ranked #32.

Joseph Group Capital Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Joseph Group Capital Management held 39,115 shares of American Electric Power worth $5.35M as of Q2 2026.
  • Joseph Group Capital Management bought 1,100 American Electric Power shares in Q2 2026, an estimated $145K.
  • American Electric Power made up 1.12% of Joseph Group Capital Management's portfolio in Q2 2026, its #32 holding.
  • Joseph Group Capital Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.