Pathstone Holdings
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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
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 $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

Pathstone Holdings's AEP Position: Q1 2026 in Review

Pathstone Holdings increased its American Electric Power (AEP) stake by 2.9% in Q1 2026, buying an estimated $238K and bringing the position to 68,117 shares worth $8.93M. The position accounts for 0.04% of the portfolio, ranked #376.

Pathstone Holdings first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pathstone Holdings held 68,117 shares of American Electric Power worth $8.93M as of Q1 2026.
  • Pathstone Holdings bought 1,904 American Electric Power shares in Q1 2026, an estimated $238K.
  • American Electric Power made up 0.04% of Pathstone Holdings's portfolio in Q1 2026, its #376 holding.
  • Pathstone Holdings first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.