Pacifica Partners
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Pacifica Partners’s American Electric Power AEP Stock Holding History

Pacifica 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
Q3 		$17.6K Hold
147
– – 0.01% 251
2026
Q2 		$20.4K Hold
147
– – 0.01% 253
2026
Q1 		$19.3K Buy
+147
New +$18.4K 0.01% 259
2025
Q4 		– Sell
-147
Closed -$16.6K – 445
2025
Q3 		$16.6K Hold
147
– – 0.01% 283
2025
Q2 		$15.1K Buy
147
+87
+145% +$9.05K 0.01% 306
2025
Q1 		$6.55K Sell
60
-3,851
-98% -$390K ﹤0.01% 369
2024
Q4 		$360K Sell
3,911
-415
-10% -$40.2K 0.16% 79
2024
Q3 		$444K Buy
4,326
+60
+1% +$5.86K 0.18% 74
2024
Q2 		$373K Sell
4,266
-90
-2% -$7.87K 0.16% 77
2024
Q1 		$361K Buy
4,356
+340
+8% +$27.6K 0.16% 80
2023
Q4 		$319K Buy
4,016
+3,625
+927% +$281K 0.16% 82
2023
Q3 		$27.9K Buy
391
+375
+2,344% +$30.5K 0.02% 243
2023
Q2 		$1.37K Hold
16
– – ﹤0.01% 442
2023
Q1 		$1.51K Hold
16
– – ﹤0.01% 450
2022
Q4 		$1.54K Hold
16
– – ﹤0.01% 434
2022
Q3 		$2K Hold
16
– – ﹤0.01% 414
2022
Q2 		$2K Hold
16
– – ﹤0.01% 425
2022
Q1 		$1K Sell
16
-16
-50% -$1.46K ﹤0.01% 453
2021
Q4 		$3K Hold
32
– – ﹤0.01% 391
2021
Q3 		$3K Hold
32
– – ﹤0.01% 393
2021
Q2 		$3K Buy
+32
New +$2.76K ﹤0.01% 379

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Pacifica Partners's AEP Position: Q3 2026 in Review

Pacifica Partners held its American Electric Power (AEP) position steady in Q3 2026 at 147 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #251.

Pacifica Partners first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $444K in Q3 2024. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Pacifica Partners held 147 shares of American Electric Power worth $17.6K as of Q3 2026.
  • Pacifica Partners left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #251 holding.
  • Pacifica Partners first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • Pacifica Partners's American Electric Power position peaked at $444K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.