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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Davis Capital Management's AEP Position: Q2 2026 in Review

Davis Capital Management increased its American Electric Power (AEP) stake by 125% in Q2 2026, buying an estimated $1.32K and bringing the position to 18 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Davis Capital Management first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Davis Capital Management held 18 shares of American Electric Power worth $2.46K as of Q2 2026.
  • Davis Capital Management bought 10 American Electric Power shares in Q2 2026, an estimated $1.32K.
  • American Electric Power made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #366 holding.
  • Davis Capital Management first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.