Pathstone Holdings
AEP icon

Pathstone Holdings’s American Electric Power AEP Stock Holding History

Pathstone 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 		$9.98M Buy
72,619
+4,502
+7% +$593K 0.03% 401
2026
Q1 		$8.93M Buy
68,117
+1,904
+3% +$238K 0.04% 376
2025
Q4 		$7.64M Buy
66,213
+3,866
+6% +$457K 0.03% 413
2025
Q3 		$7.01M Buy
62,347
+2,599
+4% +$284K 0.03% 457
2025
Q2 		$6.2M Buy
59,748
+2,502
+4% +$260K 0.02% 475
2025
Q1 		$6.25M Buy
57,246
+4,322
+8% +$438K 0.03% 479
2024
Q4 		$4.88M Buy
52,924
+497
+0.9% +$48.1K 0.02% 550
2024
Q3 		$5.38M Buy
52,427
+878
+2% +$85.7K 0.02% 523
2024
Q2 		$4.52M Buy
51,549
+433
+0.8% +$37.9K 0.02% 566
2024
Q1 		$4.4M Buy
51,116
+3,878
+8% +$315K 0.02% 547
2023
Q4 		$3.84M Buy
+47,238
New +$3.67M 0.02% 505

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

Pathstone Holdings's AEP Position: Q2 2026 in Review

Pathstone Holdings increased its American Electric Power (AEP) stake by 6.6% in Q2 2026, buying an estimated $593K and bringing the position to 72,619 shares worth $9.98M. The position accounts for 0.03% of the portfolio, ranked #401.

Pathstone Holdings first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pathstone Holdings held 72,619 shares of American Electric Power worth $9.98M as of Q2 2026.
  • Pathstone Holdings bought 4,502 American Electric Power shares in Q2 2026, an estimated $593K.
  • American Electric Power made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #401 holding.
  • Pathstone Holdings first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.