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Pinnacle Wealth Planning Services’s American Electric Power AEP Stock Holding History

Pinnacle Wealth Planning Services’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 		$587K Buy
4,481
+106
+2% +$13.3K 0.06% 189
2025
Q4 		$504K Buy
4,375
+193
+5% +$22.8K 0.05% 212
2025
Q3 		$470K Buy
4,182
+104
+3% +$11.4K 0.06% 226
2025
Q2 		$423K Buy
4,078
+1,673
+70% +$174K 0.06% 227
2025
Q1 		$263K Buy
+2,405
New +$244K 0.04% 292
2024
Q4 		– Sell
-2,971
Closed -$305K – 395
2024
Q3 		$305K Buy
2,971
+82
+3% +$8K 0.04% 301
2024
Q2 		$253K Hold
2,889
– – 0.04% 337
2024
Q1 		$249K Buy
+2,889
New +$235K 0.04% 356
2023
Q2 		– Sell
-2,278
Closed -$207K – 462
2023
Q1 		$207K Buy
2,278
+162
+8% +$14.8K 0.03% 392
2022
Q4 		$201K Sell
2,116
-486
-19% -$44.2K 0.04% 377
2022
Q3 		$225K Sell
2,602
-11
-0.4% -$1.09K 0.04% 299
2022
Q2 		$251K Buy
+2,613
New +$259K 0.05% 283
2021
Q1 		– Sell
-1,280
Closed -$107K – 373
2020
Q4 		$107K Sell
1,280
-2,081
-62% -$181K 0.03% 441
2020
Q3 		$275K Buy
3,361
+336
+11% +$27.7K 0.09% 179
2020
Q2 		$240K Sell
3,025
-737
-20% -$60.2K 0.08% 189
2020
Q1 		$300K Buy
3,762
+611
+19% +$57.8K 0.14% 136
2019
Q4 		$297K Buy
3,151
+449
+17% +$41.5K 0.14% 154
2019
Q3 		$253K Buy
+2,702
New +$245K 0.14% 142

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

Pinnacle Wealth Planning Services's AEP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its American Electric Power (AEP) stake by 2.4% in Q1 2026, buying an estimated $13.3K and bringing the position to 4,481 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #189.

Pinnacle Wealth Planning Services first reported a position in AEP in Q3 2019 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,481 shares of American Electric Power worth $587K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 106 American Electric Power shares in Q1 2026, an estimated $13.3K.
  • American Electric Power made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #189 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Electric Power in Q3 2019 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.