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McCarthy & Cox’s American Electric Power AEP Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-2,891
Closed -$325K – 21
2025
Q3 		$325K Sell
2,891
-93
-3% -$10.2K 0.07% 53
2025
Q2 		$310K Buy
2,984
+112
+4% +$11.7K 0.08% 52
2025
Q1 		$314K Sell
2,872
-40
-1% -$4.05K 0.14% 46
2024
Q4 		$269K Buy
2,912
+9
+0.3% +$871 0.09% 54
2024
Q3 		$298K Sell
2,903
-220
-7% -$21.5K 0.11% 47
2024
Q2 		$274K Buy
3,123
+248
+9% +$21.7K 0.11% 45
2024
Q1 		$248K Buy
+2,875
New +$234K 0.09% 46

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

McCarthy & Cox's AEP Position: Q4 2025 in Review

McCarthy & Cox sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 2,891 shares — an estimated $325K sold.

McCarthy & Cox first reported a position in AEP in Q1 2024 and held it in 7 quarters. The position peaked at $325K in Q3 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • McCarthy & Cox reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 2,891 American Electric Power shares in Q4 2025, an estimated $325K.
  • McCarthy & Cox first reported a position in American Electric Power in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's American Electric Power position peaked at $325K in Q3 2025.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.