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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pines Wealth Management's AEP Position: Q1 2026 in Review

Pines Wealth Management reduced its American Electric Power (AEP) stake by 14% in Q1 2026, selling an estimated $57.8K and leaving 2,751 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #153.

Pines Wealth Management first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pines Wealth Management held 2,751 shares of American Electric Power worth $361K as of Q1 2026.
  • Pines Wealth Management sold 462 American Electric Power shares in Q1 2026, an estimated $57.8K.
  • American Electric Power made up 0.12% of Pines Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Pines Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's American Electric Power position peaked at $371K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.