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Northcape Wealth Management’s American Electric Power AEP Stock Holding History

Northcape Wealth 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 		$648K Sell
4,738
-500
-10% -$65.9K 0.17% 94
2026
Q1 		$687K Buy
5,238
+14
+0.3% +$1.75K 0.19% 89
2025
Q4 		$602K Sell
5,224
-600
-10% -$70.9K 0.17% 92
2025
Q3 		$655K Hold
5,824
– – 0.19% 87
2025
Q2 		$604K Buy
5,824
+26
+0.4% +$2.71K 0.18% 92
2025
Q1 		$634K Hold
5,798
– – 0.2% 89
2024
Q4 		$535K Hold
5,798
– – 0.17% 95
2024
Q3 		$595K Hold
5,798
– – 0.19% 92
2024
Q2 		$509K Sell
5,798
-463
-7% -$40.5K 0.18% 91
2024
Q1 		$539K Sell
6,261
-46
-0.7% -$3.74K 0.2% 86
2023
Q4 		$512K Sell
6,307
-1,052
-14% -$81.7K 0.19% 92
2023
Q3 		$554K Sell
7,359
-2,304
-24% -$187K 0.21% 89
2023
Q2 		$814K Sell
9,663
-77
-0.8% -$6.8K 0.29% 78
2023
Q1 		$886K Buy
9,740
+5,514
+130% +$504K 0.32% 75
2022
Q4 		$401K Sell
4,226
-22,633
-84% -$2.06M 0.22% 63
2022
Q3 		$2.32M Buy
+26,859
New +$2.66M 0.83% 44
2022
Q2 		– Sell
-2,322
Closed -$232K – 121
2022
Q1 		$232K Buy
2,322
+35
+2% +$3.2K 0.07% 139
2021
Q4 		$203K Buy
+2,287
New +$193K 0.07% 129

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

Northcape Wealth Management's AEP Position: Q2 2026 in Review

Northcape Wealth Management reduced its American Electric Power (AEP) stake by 9.5% in Q2 2026, selling an estimated $65.9K and leaving 4,738 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #94.

Northcape Wealth Management first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.32M in Q3 2022. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Northcape Wealth Management held 4,738 shares of American Electric Power worth $648K as of Q2 2026.
  • Northcape Wealth Management sold 500 American Electric Power shares in Q2 2026, an estimated $65.9K.
  • American Electric Power made up 0.17% of Northcape Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Northcape Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
  • Northcape Wealth Management's American Electric Power position peaked at $2.32M in Q3 2022.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.