Davis Investment Partners’s American Electric Power AEP Stock Holding History

Davis Investment Partners’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 Q1	$572K	Sell	4,362 -202	-4%	-$25.3K	0.2%	92
2025 Q4	$529K	Sell	4,564 -44	-1%	-$5.2K	0.18%	91
2025 Q3	$520K	Sell	4,608 -618	-12%	-$67.6K	0.18%	95
2025 Q2	$546K	Buy	5,226 +199	+4%	+$20.7K	0.2%	99
2025 Q1	$536K	Buy	+5,027	New	+$509K	0.24%	82

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Davis Investment Partners's AEP Position: Q1 2026 in Review

Davis Investment Partners reduced its American Electric Power (AEP) stake by 4.4% in Q1 2026, selling an estimated $25.3K and leaving 4,362 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #92.

Davis Investment Partners first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Davis Investment Partners held 4,362 shares of American Electric Power worth $572K as of Q1 2026.
Davis Investment Partners sold 202 American Electric Power shares in Q1 2026, an estimated $25.3K.
American Electric Power made up 0.2% of Davis Investment Partners's portfolio in Q1 2026, its #92 holding.
Davis Investment Partners first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.