Private Capital Advisors’s American Electric Power AEP Stock Holding History

Private Capital Advisors’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	$307K	Hold	2,241	–	–	0.03%	59
2026 Q1	$294K	Hold	2,241	–	–	0.03%	63
2025 Q4	$258K	Buy	2,241 +1	+0%	+$118	0.03%	67
2025 Q3	$252K	Hold	2,240	–	–	0.03%	71
2025 Q2	$232K	Hold	2,240	–	–	0.03%	76
2025 Q1	$245K	Sell	2,240 -95	-4%	-$9.62K	0.03%	69
2024 Q4	$215K	Hold	2,335	–	–	0.03%	70
2024 Q3	$240K	Hold	2,335	–	–	0.03%	68
2024 Q2	$205K	Hold	2,335	–	–	0.02%	74
2024 Q1	$201K	Buy	+2,335	New	+$190K	0.03%	78
2023 Q2	–	Sell	-2,358	Closed	-$215K	–	85
2023 Q1	$215K	Hold	2,358	–	–	0.04%	75
2022 Q4	$224K	Hold	2,358	–	–	0.04%	68
2022 Q3	$204K	Hold	2,358	–	–	0.04%	74
2022 Q2	$226K	Sell	2,358 -8,400	-78%	-$832K	0.04%	74
2022 Q1	$1.07M	Buy	10,758 +8,400	+356%	+$767K	0.16%	57
2021 Q4	$210K	Buy	+2,358	New	+$199K	0.03%	75
2020 Q1	–	Sell	-2,358	Closed	-$223K	–	75
2019 Q4	$223K	Sell	2,358 -1,000	-30%	-$92.4K	0.05%	77
2019 Q3	$315K	Hold	3,358	–	–	0.09%	75
2019 Q2	$296K	Sell	3,358 -4,300	-56%	-$371K	0.08%	81
2019 Q1	$641K	Sell	7,658 -40	-0.5%	-$3.18K	0.19%	56
2018 Q4	$575K	Sell	7,698 -39	-0.5%	-$2.93K	0.21%	54
2018 Q3	$548K	Sell	7,737 -73	-0.9%	-$5.19K	0.15%	71
2018 Q2	$541K	Hold	7,810	–	–	0.17%	68
2018 Q1	$536K	Sell	7,810 -1,005	-11%	-$67.7K	0.18%	70
2017 Q4	$649K	Sell	8,815 -1,225	-12%	-$91.5K	0.23%	66
2017 Q3	$705K	Sell	10,040 -50	-0.5%	-$3.56K	0.24%	64
2017 Q2	$701K	Hold	10,090	–	–	0.23%	80
2017 Q1	$677K	Hold	10,090	–	–	0.22%	80
2016 Q4	$635K	Sell	10,090 -700	-6%	-$43.2K	0.22%	78
2016 Q3	$693K	Hold	10,790	–	–	0.25%	72
2016 Q2	$756K	Hold	10,790	–	–	0.29%	65
2016 Q1	$716K	Hold	10,790	–	–	0.32%	67
2015 Q4	$629K	Hold	10,790	–	–	0.27%	70
2015 Q3	$614K	Hold	10,790	–	–	0.26%	80
2015 Q2	$572K	Hold	10,790	–	–	0.19%	98
2015 Q1	$607K	Hold	10,790	–	–	0.22%	80
2014 Q4	$655K	Hold	10,790	–	–	0.25%	78
2014 Q3	$563K	Hold	10,790	–	–	0.18%	87
2014 Q2	$602K	Hold	10,790	–	–	0.19%	84
2014 Q1	$547K	Hold	10,790	–	–	0.21%	75
2013 Q4	$504K	Hold	10,790	–	–	0.17%	82
2013 Q3	$468K	Hold	10,790	–	–	0.17%	83
2013 Q2	$483K	Buy	+10,790	New	+$518K	0.18%	82

Other funds holding AEP

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Private Capital Advisors's AEP Position: Q2 2026 in Review

Private Capital Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 2,241 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #59.

Private Capital Advisors first reported a position in AEP in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.07M in Q1 2022. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Private Capital Advisors held 2,241 shares of American Electric Power worth $307K as of Q2 2026.
Private Capital Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.03% of Private Capital Advisors's portfolio in Q2 2026, its #59 holding.
Private Capital Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 43 quarters since.
Private Capital Advisors's American Electric Power position peaked at $1.07M in Q1 2022.
609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.