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Patriot Financial Group Insurance Agency’s American Electric Power AEP Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.54M Sell
11,231
-11,209
-50% -$1.48M 0.16% 165
2026
Q1 		$2.94M Buy
22,440
+12,620
+129% +$1.58M 0.17% 155
2025
Q4 		$1.13M Buy
9,820
+291
+3% +$34.4K 0.13% 191
2025
Q3 		$1.07M Buy
9,529
+7,333
+334% +$802K 0.14% 187
2025
Q2 		$228K Buy
2,196
+8
+0.4% +$832 0.03% 464
2025
Q1 		$239K Buy
+2,188
New +$222K 0.03% 422
2022
Q3 		– Sell
-1,117
Closed -$107K – 441
2022
Q2 		$107K Sell
1,117
-70
-6% -$6.94K 0.02% 525
2022
Q1 		$118K Sell
1,187
-585
-33% -$53.4K 0.02% 539
2021
Q4 		$158K Sell
1,772
-270
-13% -$22.8K 0.03% 518
2021
Q3 		$166K Buy
2,042
+95
+5% +$8.29K 0.03% 489
2021
Q2 		$165K Buy
1,947
+258
+15% +$22.2K 0.03% 475
2021
Q1 		$143K Buy
1,689
+160
+10% +$12.9K 0.03% 469
2020
Q4 		$127K Buy
1,529
+1,254
+456% +$109K 0.03% 436
2020
Q3 		$22K Buy
275
+110
+67% +$9.06K 0.01% 762
2020
Q2 		$13K Hold
165
– – 0.01% 876
2020
Q1 		$13K Buy
165
+27
+20% +$2.55K 0.01% 770
2019
Q4 		$13K Sell
138
-375
-73% -$34.6K ﹤0.01% 774
2019
Q3 		$48K Buy
513
+10
+2% +$908 0.02% 448
2019
Q2 		$45K Buy
503
+363
+259% +$31.3K 0.02% 452
2019
Q1 		$12K Buy
140
+8
+6% +$636 0.01% 659
2018
Q4 		$10K Buy
132
+110
+500% +$8.25K 0.01% 610
2018
Q3 		$2K Buy
+22
New +$1.56K ﹤0.01% 837
2018
Q2 		– Sell
-1,071
Closed -$73K – 579
2018
Q1 		$73K Hold
1,071
– – 0.05% 261
2017
Q4 		$76K Hold
1,071
– – 0.06% 238
2017
Q3 		$77K Buy
1,071
+37
+4% +$2.64K 0.07% 203
2017
Q2 		$71K Buy
1,034
+12
+1% +$834 0.07% 191
2017
Q1 		$69K Hold
1,022
– – 0.07% 187
2016
Q4 		$64K Buy
+1,022
New +$63K 0.09% 184

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AEP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its American Electric Power (AEP) stake by 50% in Q2 2026, selling an estimated $1.48M and leaving 11,231 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #165.

Patriot Financial Group Insurance Agency first reported a position in AEP in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.94M in Q1 2026. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,231 shares of American Electric Power worth $1.54M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 11,209 American Electric Power shares in Q2 2026, an estimated $1.48M.
  • American Electric Power made up 0.16% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #165 holding.
  • Patriot Financial Group Insurance Agency first reported a position in American Electric Power in Q4 2016 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's American Electric Power position peaked at $2.94M in Q1 2026.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.