Pin Oak Investment Advisors’s American Electric Power AEP Stock Holding History

Pin Oak Investment Advisors’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	$40K	Sell	302 -103	-25%	-$12.9K	0.03%	231
2025 Q4	$49K	Sell	405 -103	-20%	-$12.2K	0.03%	215
2025 Q3	$57.1K	Hold	508	–	–	0.04%	196
2025 Q2	$55K	Hold	508	–	–	0.05%	183
2025 Q1	$54K	Hold	508	–	–	0.04%	182
2024 Q4	$52K	Hold	508	–	–	0.05%	180
2024 Q3	$52K	Hold	508	–	–	0.05%	180
2024 Q2	$45K	Hold	508	–	–	0.04%	178
2024 Q1	$44K	Hold	508	–	–	0.04%	175
2023 Q4	$41K	Hold	508	–	–	0.04%	179
2023 Q3	$38K	Hold	508	–	–	0.04%	177
2023 Q2	$43K	Hold	508	–	–	0.05%	172
2023 Q1	$46K	Hold	508	–	–	0.06%	157
2022 Q4	$48K	Hold	508	–	–	0.06%	142
2022 Q3	$44K	Hold	508	–	–	0.06%	143
2022 Q2	$49K	Hold	508	–	–	0.06%	139
2022 Q1	$51K	Hold	508	–	–	0.05%	152
2021 Q4	$45K	Hold	508	–	–	0.05%	177
2021 Q3	$41K	Hold	508	–	–	0.05%	175
2021 Q2	$43K	Buy	508 +302	+147%	+$26K	0.04%	166
2021 Q1	$17K	Hold	206	–	–	0.01%	260
2020 Q4	$17K	Hold	206	–	–	0.01%	279
2020 Q3	$17K	Hold	206	–	–	0.02%	248
2020 Q2	$16K	Hold	206	–	–	0.01%	246
2020 Q1	$16K	Hold	206	–	–	0.02%	239
2019 Q4	$19K	Sell	206 -120	-37%	-$11.1K	0.02%	262
2019 Q3	$31K	Hold	326	–	–	0.03%	219
2019 Q2	$29K	Sell	326 -103	-24%	-$8.88K	0.02%	237
2019 Q1	$36K	Hold	429	–	–	0.03%	202
2018 Q4	$32K	Sell	429 -130	-23%	-$9.76K	0.03%	207
2018 Q3	$40K	Buy	559 +3	+0.5%	+$213	0.03%	207
2018 Q2	$39K	Buy	556 +1	+0.2%	+$67	0.03%	207
2018 Q1	$38K	Hold	555	–	–	0.03%	210
2017 Q4	$41K	Buy	+555	New	+$41.5K	0.03%	207

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pin Oak Investment Advisors's AEP Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its American Electric Power (AEP) stake by 25% in Q1 2026, selling an estimated $12.9K and leaving 302 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #231.

Pin Oak Investment Advisors first reported a position in AEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $57.1K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Pin Oak Investment Advisors held 302 shares of American Electric Power worth $40K as of Q1 2026.
Pin Oak Investment Advisors sold 103 American Electric Power shares in Q1 2026, an estimated $12.9K.
American Electric Power made up 0.03% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #231 holding.
Pin Oak Investment Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's American Electric Power position peaked at $57.1K in Q3 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.