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PINNACLE ASSOCIATES LTD: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on AEP, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 31,951 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,951 shares
    Change vs previous 13F -505 shares

    0.05% of the 13F portfolio, value $4,371,186.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,456 shares
    Change vs previous 13F -425 shares

    0.05% of the 13F portfolio, value $4,254,320.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,881 shares
    Change vs previous 13F -487 shares

    0.05% of the 13F portfolio, value $3,791,487.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,368 shares
    Change vs previous 13F -1,340 shares

    0.05% of the 13F portfolio, value $3,753,929.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,708 shares
    Change vs previous 13F -3,199 shares

    0.05% of the 13F portfolio, value $3,601,254.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,907 shares
    Change vs previous 13F +3,582 shares

    0.06% of the 13F portfolio, value $4,142,047.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,325 shares
    Change vs previous 13F -6,385 shares

    0.04% of the 13F portfolio, value $3,165,799.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,710 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,306,466.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).