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Fidelis Capital Partners’s American Electric Power AEP Stock Holding History

Fidelis Capital 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 		$326K Sell
2,385
-118
-5% -$15.5K 0.02% 415
2026
Q1 		$328K Buy
2,503
+252
+11% +$31.5K 0.02% 383
2025
Q4 		$260K Buy
2,251
+29
+1% +$3.42K 0.02% 417
2025
Q3 		$250K Buy
2,222
+7
+0.3% +$766 0.02% 413
2025
Q2 		$251K Buy
2,215
+70
+3% +$7.28K 0.02% 379
2025
Q1 		$229K Buy
2,145
+10
+0.5% +$1.01K 0.02% 383
2024
Q4 		$212K Buy
2,135
+125
+6% +$12.1K 0.02% 410
2024
Q3 		$203K Buy
+2,010
New +$196K 0.02% 397

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's AEP Position: Q2 2026 in Review

Fidelis Capital Partners reduced its American Electric Power (AEP) stake by 4.7% in Q2 2026, selling an estimated $15.5K and leaving 2,385 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #415.

Fidelis Capital Partners first reported a position in AEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $328K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fidelis Capital Partners held 2,385 shares of American Electric Power worth $326K as of Q2 2026.
  • Fidelis Capital Partners sold 118 American Electric Power shares in Q2 2026, an estimated $15.5K.
  • American Electric Power made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #415 holding.
  • Fidelis Capital Partners first reported a position in American Electric Power in Q3 2024 and has held it in 8 quarters since.
  • Fidelis Capital Partners's American Electric Power position peaked at $328K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.