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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
Q2 		$1.01M Buy
7,398
+4,435
+150% +$584K 0.03% 257
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 $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 $3.37T AUM 44.26% 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

Freestone Capital Holdings's AEP Position: Q2 2026 in Review

Freestone Capital Holdings increased its American Electric Power (AEP) stake by 150% in Q2 2026, buying an estimated $584K and bringing the position to 7,398 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #257.

Freestone Capital Holdings first reported a position in AEP in Q3 2020 and has held it in 6 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Freestone Capital Holdings held 7,398 shares of American Electric Power worth $1.01M as of Q2 2026.
  • Freestone Capital Holdings bought 4,435 American Electric Power shares in Q2 2026, an estimated $584K.
  • American Electric Power made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #257 holding.
  • Freestone Capital Holdings first reported a position in American Electric Power in Q3 2020 and has held it in 6 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.