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Advisor Resource Council’s American Electric Power AEP Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-2,707
Closed -$251K – 199
2025
Q1 		$251K Buy
+2,707
New +$274K 0.02% 502
2022
Q3 		– Sell
-2,745
Closed -$264K – 161
2022
Q2 		$264K Buy
+2,745
New +$272K 0.02% 395
2022
Q1 		– Sell
-3,120
Closed -$277K – 223
2021
Q4 		$277K Buy
+3,120
New +$263K 0.02% 460

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Advisor Resource Council's AEP Position: Q2 2025 in Review

Advisor Resource Council sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,707 shares — an estimated $251K sold.

Advisor Resource Council first reported a position in AEP in Q4 2021 and held it in 3 quarters. The position peaked at $277K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Advisor Resource Council reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,707 American Electric Power shares in Q2 2025, an estimated $251K.
  • Advisor Resource Council first reported a position in American Electric Power in Q4 2021 and held it in 3 quarters.
  • Advisor Resource Council's American Electric Power position peaked at $277K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.