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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
Q2 		$4.08M Buy
29,787
+786
+3% +$104K 1.03% 34
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 $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

Pathway Financial Advisers's AEP Position: Q2 2026 in Review

Pathway Financial Advisers increased its American Electric Power (AEP) stake by 2.7% in Q2 2026, buying an estimated $104K and bringing the position to 29,787 shares worth $4.08M. The position accounts for 1.03% of the portfolio, ranked #34.

Pathway Financial Advisers first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pathway Financial Advisers held 29,787 shares of American Electric Power worth $4.08M as of Q2 2026.
  • Pathway Financial Advisers bought 786 American Electric Power shares in Q2 2026, an estimated $104K.
  • American Electric Power made up 1.03% of Pathway Financial Advisers's portfolio in Q2 2026, its #34 holding.
  • Pathway Financial Advisers first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.