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 Q2	$638K	Hold	4,665	–	–	0.44%	64
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle West Asset Management's AEP Position: Q2 2026 in Review

Pinnacle West Asset Management held its American Electric Power (AEP) position steady in Q2 2026 at 4,665 shares worth $638K. The position accounts for 0.44% of the portfolio, ranked #64.

Pinnacle West Asset Management first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Pinnacle West Asset Management held 4,665 shares of American Electric Power worth $638K as of Q2 2026.
Pinnacle West Asset Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.44% of Pinnacle West Asset Management's portfolio in Q2 2026, its #64 holding.
Pinnacle West Asset Management first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.