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Pine Valley Investments’s American Electric Power AEP Stock Holding History

Pine Valley Investments’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 		$241K Buy
+1,764
New +$232K 0.01% 532
2024
Q1 		– Sell
-2,756
Closed -$224K – 490
2023
Q4 		$224K Sell
2,756
-3,423
-55% -$266K 0.02% 436
2023
Q3 		$465K Buy
+6,179
New +$503K 0.04% 300

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

Pine Valley Investments's AEP Position: Q2 2026 in Review

Pine Valley Investments opened a new position in American Electric Power (AEP) in Q2 2026: 1,764 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: Pine Valley Investments previously reported a position in AEP as recently as Q4 2023.

Pine Valley Investments first reported a position in AEP in Q3 2023 and has held it in 3 quarters since. The position peaked at $465K in Q3 2023. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pine Valley Investments held 1,764 shares of American Electric Power worth $241K as of Q2 2026.
  • American Electric Power was a new Pine Valley Investments position in Q2 2026.
  • American Electric Power made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #532 holding.
  • Pine Valley Investments first reported a position in American Electric Power in Q3 2023 and has held it in 3 quarters since.
  • Pine Valley Investments's American Electric Power position peaked at $465K in Q3 2023.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.