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 Q3	$375K	Sell	3,159 -56	-2%	-$7.09K	0.11%	156
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Pines Wealth Management's AEP Position: Q3 2026 in Review

Pines Wealth Management reduced its American Electric Power (AEP) stake by 1.7% in Q3 2026, selling an estimated $7.09K and leaving 3,159 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #156.

Pines Wealth Management first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Pines Wealth Management held 3,159 shares of American Electric Power worth $375K as of Q3 2026.
Pines Wealth Management sold 56 American Electric Power shares in Q3 2026, an estimated $7.09K.
American Electric Power made up 0.11% of Pines Wealth Management's portfolio in Q3 2026, its #156 holding.
Pines Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's American Electric Power position peaked at $440K in Q2 2026.
1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.