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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

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 609 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.
  • 609 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.