Davidson Capital Management’s American Electric Power AEP Stock Holding History

Davidson Capital 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	$4.25M	Buy	35,817 +859	+2%	+$109K	0.7%	44
2026 Q2	$4.78M	Buy	34,958 +515	+1%	+$67.8K	0.77%	39
2026 Q1	$4.51M	Buy	34,443 +34,363	+42,954%	+$4.3M	0.82%	40
2025 Q4	$9.22K	Buy	+80	New	+$9.45K	﹤0.01%	88
2025 Q3	–	Hold	0	–	–	–	90
2023 Q1	–	Sell	-7	Closed	-$665	–	84
2022 Q4	$665	Buy	+7	New	+$637	﹤0.01%	145

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Davidson Capital Management's AEP Position: Q3 2026 in Review

Davidson Capital Management increased its American Electric Power (AEP) stake by 2.5% in Q3 2026, buying an estimated $109K and bringing the position to 35,817 shares worth $4.25M. The position accounts for 0.7% of the portfolio, ranked #44.

Davidson Capital Management first reported a position in AEP in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.78M in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Davidson Capital Management held 35,817 shares of American Electric Power worth $4.25M as of Q3 2026.
Davidson Capital Management bought 859 American Electric Power shares in Q3 2026, an estimated $109K.
American Electric Power made up 0.7% of Davidson Capital Management's portfolio in Q3 2026, its #44 holding.
Davidson Capital Management first reported a position in American Electric Power in Q4 2022 and has held it in 5 quarters since.
Davidson Capital Management's American Electric Power position peaked at $4.78M in Q2 2026.
1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.