ATIA
AEP icon

American Trust Investment Advisors’s American Electric Power AEP Stock Holding History

American Trust Investment Advisors’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
-8,305
Closed -$907K – 84
2025
Q1 		$907K Buy
8,305
+780
+10% +$79K 0.38% 50
2024
Q4 		$694K Buy
7,525
+1,770
+31% +$171K 0.28% 63
2024
Q3 		$590K Buy
+5,755
New +$562K 0.24% 62

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

American Trust Investment Advisors's AEP Position: Q2 2025 in Review

American Trust Investment Advisors sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 8,305 shares — an estimated $907K sold.

American Trust Investment Advisors first reported a position in AEP in Q3 2024 and held it in 3 quarters. The position peaked at $907K in Q1 2025. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • American Trust Investment Advisors reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 8,305 American Electric Power shares in Q2 2025, an estimated $907K.
  • American Trust Investment Advisors first reported a position in American Electric Power in Q3 2024 and held it in 3 quarters.
  • American Trust Investment Advisors's American Electric Power position peaked at $907K in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.