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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

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. 609 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.
609 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.