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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
Q2 		$585K Sell
4,280
-82
-2% -$10.8K 0.18% 89
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
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 Investment Partners's AEP Position: Q2 2026 in Review

Davis Investment Partners reduced its American Electric Power (AEP) stake by 1.9% in Q2 2026, selling an estimated $10.8K and leaving 4,280 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #89.

Davis Investment Partners first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Davis Investment Partners held 4,280 shares of American Electric Power worth $585K as of Q2 2026.
  • Davis Investment Partners sold 82 American Electric Power shares in Q2 2026, an estimated $10.8K.
  • American Electric Power made up 0.18% of Davis Investment Partners's portfolio in Q2 2026, its #89 holding.
  • Davis Investment Partners first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.