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

Magnolia 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 		$295K Hold
2,155
– – 0.2% 67
2026
Q1 		$282K Hold
2,155
– – 0.19% 70
2025
Q4 		$248K Buy
+2,155
New +$255K 0.18% 67

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Magnolia Capital Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,155 shares worth $295K. The position accounts for 0.2% of the portfolio, ranked #67.

Magnolia Capital Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Magnolia Capital Management held 2,155 shares of American Electric Power worth $295K as of Q2 2026.
  • Magnolia Capital Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.2% of Magnolia Capital Management's portfolio in Q2 2026, its #67 holding.
  • Magnolia Capital Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Magnolia Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.