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Pines Wealth Management’s American Electric Power AEP Stock Holding History

Pines Wealth Management’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 		$440K Buy
3,215
+464
+17% +$61.1K 0.13% 147
2026
Q1 		$361K Sell
2,751
-462
-14% -$57.8K 0.12% 153
2025
Q4 		$371K Hold
3,213
– – 0.12% 156
2025
Q3 		$362K Sell
3,213
-69
-2% -$7.55K 0.12% 166
2025
Q2 		$341K Hold
3,282
– – 0.12% 165
2025
Q1 		$332K Buy
3,282
+38
+1% +$3.85K 0.15% 146
2024
Q4 		$303K Buy
+3,244
New +$314K 0.13% 159

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

Pines Wealth Management's AEP Position: Q2 2026 in Review

Pines Wealth Management increased its American Electric Power (AEP) stake by 17% in Q2 2026, buying an estimated $61.1K and bringing the position to 3,215 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #147.

Pines Wealth Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pines Wealth Management held 3,215 shares of American Electric Power worth $440K as of Q2 2026.
  • Pines Wealth Management bought 464 American Electric Power shares in Q2 2026, an estimated $61.1K.
  • American Electric Power made up 0.13% of Pines Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Pines Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.