Northcape Wealth Management
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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
Q3 		$571K Buy
4,810
+72
+2% +$9.12K 0.15% 92
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% +$2.7K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Northcape Wealth Management's AEP Position: Q3 2026 in Review

Northcape Wealth Management increased its American Electric Power (AEP) stake by 1.5% in Q3 2026, buying an estimated $9.12K and bringing the position to 4,810 shares worth $571K. The position accounts for 0.15% of the portfolio, ranked #92.

Northcape Wealth Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.32M in Q3 2022. 1,403 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Northcape Wealth Management held 4,810 shares of American Electric Power worth $571K as of Q3 2026.
  • Northcape Wealth Management bought 72 American Electric Power shares in Q3 2026, an estimated $9.12K.
  • American Electric Power made up 0.15% of Northcape Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Northcape Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's American Electric Power position peaked at $2.32M in Q3 2022.
  • 1,403 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.