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Kavar Capital Partners Group’s American Electric Power AEP Stock Holding History

Kavar Capital Partners Group’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 		$677K Buy
4,948
+18
+0.4% +$2.37K 0.08% 116
2026
Q1 		$646K Hold
4,930
– – 0.08% 121
2025
Q4 		$568K Buy
4,930
+10
+0.2% +$1.18K 0.08% 115
2025
Q3 		$554K Buy
4,920
+100
+2% +$10.9K 0.07% 119
2025
Q2 		$500K Hold
4,820
– – 0.07% 127
2025
Q1 		$527K Hold
4,820
– – 0.09% 117
2024
Q4 		$445K Hold
4,820
– – 0.08% 119
2024
Q3 		$495K Buy
4,820
+36
+0.8% +$3.51K 0.08% 119
2024
Q2 		$420K Hold
4,784
– – 0.08% 117
2024
Q1 		$412K Sell
4,784
-4,784
-50% -$389K 0.08% 115
2023
Q4 		$777K Sell
9,568
-235
-2% -$18.2K 0.09% 108
2023
Q3 		$737K Buy
+9,803
New +$798K 0.16% 94
2015
Q1 		– Sell
-15,250
Closed -$926K – 105
2014
Q4 		$926K Hold
15,250
– – 0.73% 60
2014
Q3 		$796K Sell
15,250
-950
-6% -$50.2K 0.68% 66
2014
Q2 		$903K Hold
16,200
– – 0.77% 61
2014
Q1 		$820K Sell
16,200
-1,200
-7% -$58.3K 0.68% 62
2013
Q4 		$813K Buy
+17,400
New +$803K 0.73% 58

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 $3.38T AUM 44.17% 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

Kavar Capital Partners Group's AEP Position: Q2 2026 in Review

Kavar Capital Partners Group increased its American Electric Power (AEP) stake by 0.37% in Q2 2026, buying an estimated $2.37K and bringing the position to 4,948 shares worth $677K. The position accounts for 0.08% of the portfolio, ranked #116.

Kavar Capital Partners Group first reported a position in AEP in Q4 2013 and has held it in 17 quarters since. The position peaked at $926K in Q4 2014. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kavar Capital Partners Group held 4,948 shares of American Electric Power worth $677K as of Q2 2026.
  • Kavar Capital Partners Group bought 18 American Electric Power shares in Q2 2026, an estimated $2.37K.
  • American Electric Power made up 0.08% of Kavar Capital Partners Group's portfolio in Q2 2026, its #116 holding.
  • Kavar Capital Partners Group first reported a position in American Electric Power in Q4 2013 and has held it in 17 quarters since.
  • Kavar Capital Partners Group's American Electric Power position peaked at $926K in Q4 2014.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.