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Almanack Investment Partners’s American Electric Power AEP Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-6,224
Closed -$646K – 199
2025
Q2 		$646K Buy
+6,224
New +$648K 0.1% 104
2022
Q4 		– Sell
-167
Closed -$14K – 191
2022
Q3 		$14K Buy
+167
New +$16.5K ﹤0.01% 420

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Wellington Management Group
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Morgan Stanley
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Geode Capital Management
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Barclays
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Dodge & Cox
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return