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

Davis 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 		$2.73K Buy
23
+5
+28% +$633 ﹤0.01% 359
2026
Q2 		$2.46K Buy
18
+10
+125% +$1.32K ﹤0.01% 366
2026
Q1 		$1.05K Hold
8
– – ﹤0.01% 328
2025
Q4 		$922 Sell
8
-1
-11% -$118 ﹤0.01% 340
2025
Q3 		$1.01K Buy
+9
New +$985 ﹤0.01% 337

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Davis Capital Management increased its American Electric Power (AEP) stake by 28% in Q3 2026, buying an estimated $633 and bringing the position to 23 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Davis Capital Management first reported a position in AEP in Q3 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Davis Capital Management held 23 shares of American Electric Power worth $2.73K as of Q3 2026.
  • Davis Capital Management bought 5 American Electric Power shares in Q3 2026, an estimated $633.
  • American Electric Power made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #359 holding.
  • Davis Capital Management first reported a position in American Electric Power in Q3 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.