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 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 $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

SIR Capital Management's AEP Position: Q1 2026 in Review

SIR Capital Management opened a new position in American Electric Power (AEP) in Q1 2026: 58,400 shares worth $7.66M. The stake represents 0.71% of the portfolio and ranks #44 among its holdings. This is a return to the name: SIR Capital Management previously reported a position in AEP as recently as Q2 2015.

SIR Capital Management first reported a position in AEP in Q3 2013 and has held it in 9 quarters since. The position peaked at $31.6M in Q2 2014. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

SIR Capital Management held 58,400 shares of American Electric Power worth $7.66M as of Q1 2026.
American Electric Power was a new SIR Capital Management position in Q1 2026.
American Electric Power made up 0.71% of SIR Capital Management's portfolio in Q1 2026, its #44 holding.
SIR Capital Management first reported a position in American Electric Power in Q3 2013 and has held it in 9 quarters since.
SIR Capital Management's American Electric Power position peaked at $31.6M in Q2 2014.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.