PFA
AEP icon

Pathway Financial Advisers’s American Electric Power AEP Stock Holding History

Pathway Financial Advisers’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 		$3.8M Buy
29,001
+2,959
+11% +$370K 1.08% 30
2025
Q4 		$3M Buy
26,042
+624
+2% +$73.7K 0.87% 40
2025
Q3 		$2.85M Buy
25,418
+3,802
+18% +$416K 0.83% 40
2025
Q2 		$2.24M Buy
21,616
+647
+3% +$67.3K 0.73% 49
2025
Q1 		$2.29M Buy
20,969
+1,557
+8% +$158K 0.79% 42
2024
Q4 		$1.79M Buy
19,412
+90
+0.5% +$8.71K 0.6% 57
2024
Q3 		$1.98M Buy
19,322
+32
+0.2% +$3.12K 0.9% 40
2024
Q2 		$1.69M Buy
19,290
+116
+0.6% +$10.1K 0.61% 60
2024
Q1 		$1.65M Buy
19,174
+1,134
+6% +$92.2K 0.59% 59
2023
Q4 		$1.47M Sell
18,040
-498
-3% -$38.7K 0.56% 63
2023
Q3 		$1.39M Buy
+18,538
New +$1.51M 0.58% 62
2023
Q1 		$1.35M Sell
14,816
-32
-0.2% -$2.93K 0.54% 64
2022
Q4 		$1.41M Buy
+14,848
New +$1.35M 0.57% 59

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

Pathway Financial Advisers's AEP Position: Q1 2026 in Review

Pathway Financial Advisers increased its American Electric Power (AEP) stake by 11% in Q1 2026, buying an estimated $370K and bringing the position to 29,001 shares worth $3.8M. The position accounts for 1.08% of the portfolio, ranked #30.

Pathway Financial Advisers first reported a position in AEP in Q4 2022 and has held it in 13 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pathway Financial Advisers held 29,001 shares of American Electric Power worth $3.8M as of Q1 2026.
  • Pathway Financial Advisers bought 2,959 American Electric Power shares in Q1 2026, an estimated $370K.
  • American Electric Power made up 1.08% of Pathway Financial Advisers's portfolio in Q1 2026, its #30 holding.
  • Pathway Financial Advisers first reported a position in American Electric Power in Q4 2022 and has held it in 13 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.