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Pinnacle West Asset Management’s American Electric Power AEP Stock Holding History

Pinnacle West Asset 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 		$611K Sell
4,665
-110
-2% -$13.8K 0.42% 67
2025
Q4 		$551K Sell
4,775
-75
-2% -$8.86K 0.36% 72
2025
Q3 		$546K Sell
4,850
-10
-0.2% -$1.09K 0.35% 71
2025
Q2 		$504K Sell
4,860
-40
-0.8% -$4.16K 0.35% 74
2025
Q1 		$535K Hold
4,900
– – 0.39% 70
2024
Q4 		$452K Hold
4,900
– – 0.32% 76
2024
Q3 		$503K Buy
4,900
+25
+0.5% +$2.44K 0.36% 73
2024
Q2 		$428K Buy
4,875
+20
+0.4% +$1.75K 0.33% 76
2024
Q1 		$418K Buy
4,855
+25
+0.5% +$2.03K 0.33% 74
2023
Q4 		$392K Buy
4,830
+115
+2% +$8.93K 0.34% 77
2023
Q3 		$355K Buy
4,715
+140
+3% +$11.4K 0.35% 74
2023
Q2 		$385K Sell
4,575
-25
-0.5% -$2.21K 0.37% 75
2023
Q1 		$419K Buy
+4,600
New +$421K 0.44% 71

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 West Asset Management's AEP Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its American Electric Power (AEP) stake by 2.3% in Q1 2026, selling an estimated $13.8K and leaving 4,665 shares worth $611K. The position accounts for 0.42% of the portfolio, ranked #67.

Pinnacle West Asset Management first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pinnacle West Asset Management held 4,665 shares of American Electric Power worth $611K as of Q1 2026.
  • Pinnacle West Asset Management sold 110 American Electric Power shares in Q1 2026, an estimated $13.8K.
  • American Electric Power made up 0.42% of Pinnacle West Asset Management's portfolio in Q1 2026, its #67 holding.
  • Pinnacle West Asset Management first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.