Pinion Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $353K | Sell |
2,693
-107
| -4% | -$13.4K | 0.08% | 133 |
|
|
2025
Q4 | $323K | Buy |
2,800
+1
| +0% | +$118 | 0.08% | 134 |
|
|
2025
Q3 | $325K | Sell |
2,799
-49
| -2% | -$5.36K | 0.09% | 131 |
|
|
2025
Q2 | $296K | Buy |
2,848
+11
| +0.4% | +$1.14K | 0.1% | 134 |
|
|
2025
Q1 | $310K | Sell |
2,837
-28
| -1% | -$2.84K | 0.07% | 121 |
|
|
2024
Q4 | $264K | Sell |
2,865
-294
| -9% | -$28.5K | 0.11% | 132 |
|
|
2024
Q3 | $324K | Buy |
3,159
+1
| +0% | +$98 | 0.14% | 122 |
|
|
2024
Q2 | $277K | Sell |
3,158
-531
| -14% | -$46.5K | 0.14% | 124 |
|
|
2024
Q1 | $318K | Sell |
3,689
-1,218
| -25% | -$99K | 0.16% | 111 |
|
|
2023
Q4 | $399K | Sell |
4,907
-679
| -12% | -$52.7K | 0.24% | 91 |
|
|
2023
Q3 | $420K | Buy |
5,586
+474
| +9% | +$38.6K | 0.27% | 92 |
|
|
2023
Q2 | $430K | Buy |
5,112
+1,410
| +38% | +$125K | 0.29% | 89 |
|
|
2023
Q1 | $337K | Sell |
3,702
-659
| -15% | -$60.3K | 0.32% | 81 |
|
|
2022
Q4 | $414K | Sell |
4,361
-1,393
| -24% | -$127K | 0.39% | 69 |
|
|
2022
Q3 | $497K | Hold |
5,754
| – | – | 0.43% | 71 |
|
|
2022
Q2 | $552K | Sell |
5,754
-129
| -2% | -$12.8K | 0.46% | 71 |
|
|
2022
Q1 | $587K | Buy |
5,883
+1
| +0% | +$91 | 0.41% | 75 |
|
|
2021
Q4 | $523K | Buy |
5,882
+76
| +1% | +$6.41K | 0.35% | 86 |
|
|
2021
Q3 | $471K | Buy |
5,806
+120
| +2% | +$10.5K | 0.38% | 86 |
|
|
2021
Q2 | $481K | Buy |
5,686
+1
| +0% | +$86 | 0.39% | 92 |
|
|
2021
Q1 | $482K | Hold |
5,685
| – | – | 0.45% | 82 |
|
|
2020
Q4 | $473K | Buy |
5,685
+245
| +5% | +$21.3K | 0.5% | 69 |
|
|
2020
Q3 | $433K | Hold |
5,440
| – | – | 0.65% | 63 |
|
|
2020
Q2 | $433K | Sell |
5,440
-233
| -4% | -$19K | 0.65% | 63 |
|
|
2020
Q1 | $454K | Buy |
5,673
+526
| +10% | +$49.7K | 0.98% | 44 |
|
|
2019
Q4 | $486K | Buy |
5,147
+301
| +6% | +$27.8K | 0.9% | 42 |
|
|
2019
Q3 | $454K | Sell |
4,846
-542
| -10% | -$49.2K | 0.93% | 48 |
|
|
2019
Q2 | $474K | Sell |
5,388
-591
| -10% | -$50.9K | 1.02% | 35 |
|
|
2019
Q1 | $501K | Sell |
5,979
-877
| -13% | -$69.7K | 0.88% | 47 |
|
|
2018
Q4 | $512K | Sell |
6,856
-1,759
| -20% | -$132K | 1.08% | 29 |
|
|
2018
Q3 | $611K | Sell |
8,615
-45
| -0.5% | -$3.2K | 1.17% | 23 |
|
|
2018
Q2 | $600K | Buy |
8,660
+130
| +2% | +$8.75K | 1.16% | 20 |
|
|
2018
Q1 | $585K | Buy |
+8,530
| New | +$574K | 1.26% | 20 |
|
Other funds holding AEP
VCM
VPM
Pinion Investment Advisors's AEP Position: Q1 2026 in Review
Pinion Investment Advisors reduced its American Electric Power (AEP) stake by 3.8% in Q1 2026, selling an estimated $13.4K and leaving 2,693 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #133.
Pinion Investment Advisors first reported a position in AEP in Q1 2018 and has held it in 33 quarters since. The position peaked at $611K in Q3 2018. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Pinion Investment Advisors held 2,693 shares of American Electric Power worth $353K as of Q1 2026.
- Pinion Investment Advisors sold 107 American Electric Power shares in Q1 2026, an estimated $13.4K.
- American Electric Power made up 0.08% of Pinion Investment Advisors's portfolio in Q1 2026, its #133 holding.
- Pinion Investment Advisors first reported a position in American Electric Power in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's American Electric Power position peaked at $611K in Q3 2018.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.