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Freestone Capital Holdings’s American Electric Power AEP Stock Holding History

Freestone Capital Holdings’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
Q1 		$388K Buy
2,963
+897
+43% +$112K 0.01% 385
2025
Q4 		$238K Sell
2,066
-545
-21% -$64.4K 0.01% 479
2025
Q3 		$294K Buy
+2,611
New +$286K 0.01% 434
2021
Q1 		– Sell
-13
Closed -$1.08K – 404
2020
Q4 		$1.08K Hold
13
– – ﹤0.01% 1214
2020
Q3 		$1.06K Buy
+13
New +$1.07K ﹤0.01% 1111

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Freestone Capital Holdings's AEP Position: Q1 2026 in Review

Freestone Capital Holdings increased its American Electric Power (AEP) stake by 43% in Q1 2026, buying an estimated $112K and bringing the position to 2,963 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #385.

Freestone Capital Holdings first reported a position in AEP in Q3 2020 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Freestone Capital Holdings held 2,963 shares of American Electric Power worth $388K as of Q1 2026.
  • Freestone Capital Holdings bought 897 American Electric Power shares in Q1 2026, an estimated $112K.
  • American Electric Power made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #385 holding.
  • Freestone Capital Holdings first reported a position in American Electric Power in Q3 2020 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.