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

Thoma 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 		$1.14M Sell
8,368
-394
-4% -$51.9K 0.61% 20
2026
Q1 		$1.15M Buy
8,762
+383
+5% +$47.9K 0.68% 14
2025
Q4 		$966K Sell
8,379
-203
-2% -$24K 0.56% 22
2025
Q3 		$966K Buy
8,582
+370
+5% +$40.5K 0.55% 21
2025
Q2 		$852K Sell
8,212
-123
-1% -$12.8K 0.54% 23
2025
Q1 		$911K Buy
8,335
+277
+3% +$28.1K 0.64% 19
2024
Q4 		$743K Buy
+8,058
New +$780K 0.51% 29

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

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

Thoma Capital Management reduced its American Electric Power (AEP) stake by 4.5% in Q2 2026, selling an estimated $51.9K and leaving 8,368 shares worth $1.14M. The position accounts for 0.61% of the portfolio, ranked #20.

Thoma Capital Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Thoma Capital Management held 8,368 shares of American Electric Power worth $1.14M as of Q2 2026.
  • Thoma Capital Management sold 394 American Electric Power shares in Q2 2026, an estimated $51.9K.
  • American Electric Power made up 0.61% of Thoma Capital Management's portfolio in Q2 2026, its #20 holding.
  • Thoma Capital Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Thoma Capital Management's American Electric Power position peaked at $1.15M in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.