Vista Investment Partners II’s American Electric Power AEP Stock Holding History

Vista Investment Partners II’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	$466K	Buy	3,408 +5	+0.1%	+$659	0.18%	106
2026 Q1	$446K	Sell	3,403 -66	-2%	-$8.26K	0.2%	97
2025 Q4	$400K	Sell	3,469 -11	-0.3%	-$1.3K	0.17%	101
2025 Q3	$391K	Buy	3,480 +6	+0.2%	+$656	0.18%	98
2025 Q2	$360K	Sell	3,474 -114	-3%	-$11.9K	0.17%	100
2025 Q1	$392K	Sell	3,588 -73	-2%	-$7.39K	0.22%	93
2024 Q4	$338K	Buy	+3,661	New	+$354K	0.2%	93

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Investment Partners II's AEP Position: Q2 2026 in Review

Vista Investment Partners II increased its American Electric Power (AEP) stake by 0.15% in Q2 2026, buying an estimated $659 and bringing the position to 3,408 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #106.

Vista Investment Partners II first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 915 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Vista Investment Partners II held 3,408 shares of American Electric Power worth $466K as of Q2 2026.
Vista Investment Partners II bought 5 American Electric Power shares in Q2 2026, an estimated $659.
American Electric Power made up 0.18% of Vista Investment Partners II's portfolio in Q2 2026, its #106 holding.
Vista Investment Partners II first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
915 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.