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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Northcape Wealth Management's AEP Position: Q1 2026 in Review

Northcape Wealth Management increased its American Electric Power (AEP) stake by 0.27% in Q1 2026, buying an estimated $1.75K and bringing the position to 5,238 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #89.

Northcape Wealth Management first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.32M in Q3 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Northcape Wealth Management held 5,238 shares of American Electric Power worth $687K as of Q1 2026.
  • Northcape Wealth Management bought 14 American Electric Power shares in Q1 2026, an estimated $1.75K.
  • American Electric Power made up 0.19% of Northcape Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Northcape Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
  • Northcape Wealth Management's American Electric Power position peaked at $2.32M in Q3 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.