First Pacific Financial
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First Pacific Financial’s American Electric Power AEP Stock Holding History

First Pacific Financial’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
Q3 		$4.19M Buy
35,276
+546
+2% +$69.1K 0.43% 42
2026
Q2 		$4.75M Buy
34,730
+123
+0.4% +$16.2K 0.57% 35
2026
Q1 		$4.54M Buy
34,607
+656
+2% +$82.1K 0.58% 32
2025
Q4 		$3.91M Buy
33,951
+218
+0.6% +$25.7K 0.51% 38
2025
Q3 		$3.79M Buy
33,733
+7,953
+31% +$870K 0.53% 38
2025
Q2 		$2.67M Buy
+25,780
New +$2.68M 0.39% 45

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Pacific Financial's AEP Position: Q3 2026 in Review

First Pacific Financial increased its American Electric Power (AEP) stake by 1.6% in Q3 2026, buying an estimated $69.1K and bringing the position to 35,276 shares worth $4.19M. The position accounts for 0.43% of the portfolio, ranked #42.

First Pacific Financial first reported a position in AEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.75M in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • First Pacific Financial held 35,276 shares of American Electric Power worth $4.19M as of Q3 2026.
  • First Pacific Financial bought 546 American Electric Power shares in Q3 2026, an estimated $69.1K.
  • American Electric Power made up 0.43% of First Pacific Financial's portfolio in Q3 2026, its #42 holding.
  • First Pacific Financial first reported a position in American Electric Power in Q2 2025 and has held it in 6 quarters since.
  • First Pacific Financial's American Electric Power position peaked at $4.75M in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.