PVI
AEP icon

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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 632 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.
  • 632 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.