SEC 13F Intelligence

Capital Analysts, LLC / AEP

Capital Analysts, LLC’s American Elec Pwr Co Inc Position

Does Capital Analysts, LLC own American Elec Pwr Co Inc (AEP)? Yes — 144.9K shares worth $19M (+0.50% of its 13F portfolio) as of Q1 2026, down from 147.2K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
144.9K
% of Portfolio
+0.50%
Quarters Held
30
currently held

Position History AEP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $14MQ2 ’25: $14MQ3 ’25: $16MQ4 ’25: $17MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026144.9K$19M+0.50%
Q4 2025147.2K$17M+0.47%
Q3 2025144.1K$16M+0.47%
Q2 2025136.5K$14M+0.47%
Q1 2025130.4K$14M+0.53%
Q4 2024125.4K$12M+0.46%
Q3 2024121.1K$12M+0.51%
Q2 2024120.3K$11M+0.47%
Q1 2024116.7K$10M+0.47%
Q4 202391.0K$7M+0.37%
Q3 202389.0K$7M+0.37%
Q2 202380.0K$7M+0.37%
Q1 202374.6K$7M+0.39%
Q4 202271.0K$7M+0.41%
Q3 202267.8K$6M+0.40%
Q2 202263.8K$6M+0.43%
Q1 202261.8K$6M+0.39%
Q4 202158.3K$5M+0.31%
Q3 202153.3K$4M+0.28%
Q2 202151.5K$4M+0.29%
Q1 202148.2K$4M+0.28%
Q4 202046.9K$4M+0.34%
Q3 202045.2K$4M+0.35%
Q2 202045.0K$4M+0.38%
Q1 202046.6K$4M+0.46%
Q4 201946.1K$4M+0.43%
Q3 201946.3K$4M+0.46%
Q2 201946.0K$4M+0.44%
Q1 201949.0K$4M+0.47%
Q4 201850.2K$4M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of AEP.