Private Capital Management (Florida)’s American Electric Power AEP Stock Holding History

Private Capital Management (Florida)’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 Q2	–	Sell	-6,750	Closed	-$738K	–	164
2025 Q1	$738K	Hold	6,750	–	–	0.08%	93
2024 Q4	$623K	Hold	6,750	–	–	0.07%	91
2024 Q3	$693K	Hold	6,750	–	–	0.07%	83
2024 Q2	$592K	Sell	6,750 -1,800	-21%	-$157K	0.07%	85
2024 Q1	$736K	Hold	8,550	–	–	0.08%	77
2023 Q4	$694K	Sell	8,550 -1	-0%	-$78	0.08%	84
2023 Q3	$643K	Buy	8,551 +1,030	+14%	+$83.8K	0.08%	78
2023 Q2	$633K	Buy	7,521 +2,971	+65%	+$262K	0.08%	79
2023 Q1	$414K	Buy	+4,550	New	+$416K	0.05%	95

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Private Capital Management (Florida)'s AEP Position: Q2 2025 in Review

Private Capital Management (Florida) sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 6,750 shares — an estimated $738K sold.

Private Capital Management (Florida) first reported a position in AEP in Q1 2023 and held it in 9 quarters. The position peaked at $738K in Q1 2025. 1,637 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Private Capital Management (Florida) reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
Private Capital Management (Florida) sold 6,750 American Electric Power shares in Q2 2025, an estimated $738K.
Private Capital Management (Florida) first reported a position in American Electric Power in Q1 2023 and held it in 9 quarters.
Private Capital Management (Florida)'s American Electric Power position peaked at $738K in Q1 2025.
1,637 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2025, filed 14 Aug 2025.