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

Sivia 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 		$225K Hold
1,641
– – 0.03% 504
2026
Q1 		$215K Sell
1,641
-5,263
-76% -$659K 0.04% 420
2025
Q4 		$796K Buy
6,904
+371
+6% +$43.8K 0.16% 163
2025
Q3 		$735K Buy
6,533
+1,642
+34% +$180K 0.21% 81
2025
Q2 		$507K Buy
4,891
+2,931
+150% +$305K 0.17% 122
2025
Q1 		$214K Buy
+1,960
New +$199K 0.1% 239

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

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

Sivia Capital Partners held its American Electric Power (AEP) position steady in Q2 2026 at 1,641 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #504.

Sivia Capital Partners first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $796K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sivia Capital Partners held 1,641 shares of American Electric Power worth $225K as of Q2 2026.
  • Sivia Capital Partners left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #504 holding.
  • Sivia Capital Partners first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • Sivia Capital Partners's American Electric Power position peaked at $796K in Q4 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.