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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
Q2 		$621K Buy
4,541
+60
+1% +$7.9K 0.06% 190
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 $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

Pinnacle Wealth Planning Services's AEP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its American Electric Power (AEP) stake by 1.3% in Q2 2026, buying an estimated $7.9K and bringing the position to 4,541 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #190.

Pinnacle Wealth Planning Services first reported a position in AEP in Q3 2019 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,541 shares of American Electric Power worth $621K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 60 American Electric Power shares in Q2 2026, an estimated $7.9K.
  • American Electric Power made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #190 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Electric Power in Q3 2019 and has held it in 19 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.