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

SIR 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	–	Sell	-58,400	Closed	-$7.66M	–	81
2026 Q1	$7.66M	Buy	+58,400	New	+$7.31M	0.71%	44
2015 Q3	–	Sell	-235,838	Closed	-$12.5M	–	56
2015 Q2	$12.5M	Sell	235,838 -92,679	-28%	-$5.13M	1.48%	26
2015 Q1	$18.5M	Buy	328,517 +156,084	+91%	+$9.26M	2.6%	13
2014 Q4	$10.5M	Sell	172,433 -52,944	-23%	-$3.03M	2.2%	20
2014 Q3	$11.8M	Sell	225,377 -341,523	-60%	-$18.1M	2.1%	14
2014 Q2	$31.6M	Buy	566,900 +131,600	+30%	+$6.94M	4.18%	6
2014 Q1	$22.1M	Buy	435,300 +142,000	+48%	+$6.9M	3.38%	8
2013 Q4	$13.7M	Buy	293,300 +172,400	+143%	+$7.96M	2.56%	16
2013 Q3	$5.24M	Buy	+120,900	New	+$5.38M	0.87%	37

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SIR Capital Management sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 58,400 shares — an estimated $7.66M sold.

SIR Capital Management first reported a position in AEP in Q3 2013 and held it in 9 quarters. The position peaked at $31.6M in Q2 2014. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

SIR Capital Management reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
SIR Capital Management sold 58,400 American Electric Power shares in Q2 2026, an estimated $7.66M.
SIR Capital Management first reported a position in American Electric Power in Q3 2013 and held it in 9 quarters.
SIR Capital Management's American Electric Power position peaked at $31.6M in Q2 2014.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.