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

Vista 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 		$259K Sell
1,890
-236
-11% -$31.1K 0.02% 145
2026
Q1 		$279K Buy
2,126
+233
+12% +$29.2K 0.03% 124
2025
Q4 		$218K Buy
1,893
+47
+3% +$5.55K 0.02% 140
2025
Q3 		$208K Buy
+1,846
New +$202K 0.02% 134
2025
Q2 		– Sell
-2,058
Closed -$225K – 128
2025
Q1 		$225K Buy
+2,058
New +$208K 0.03% 103
2024
Q1 		– Sell
-2,517
Closed -$204K – 96
2023
Q4 		$204K Buy
+2,517
New +$195K 0.03% 86

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

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

Vista Capital Partners reduced its American Electric Power (AEP) stake by 11% in Q2 2026, selling an estimated $31.1K and leaving 1,890 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #145.

Vista Capital Partners first reported a position in AEP in Q4 2023 and has held it in 6 quarters since. The position peaked at $279K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Vista Capital Partners held 1,890 shares of American Electric Power worth $259K as of Q2 2026.
  • Vista Capital Partners sold 236 American Electric Power shares in Q2 2026, an estimated $31.1K.
  • American Electric Power made up 0.02% of Vista Capital Partners's portfolio in Q2 2026, its #145 holding.
  • Vista Capital Partners first reported a position in American Electric Power in Q4 2023 and has held it in 6 quarters since.
  • Vista Capital Partners's American Electric Power position peaked at $279K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.