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

Angeles 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
Q1 		– Sell
-3,208
Closed -$296K – 37
2024
Q4 		$296K Sell
3,208
-283
-8% -$27.4K 0.01% 141
2024
Q3 		$358K Hold
3,491
– – 0.02% 142
2024
Q2 		$306K Sell
3,491
-126
-3% -$11K 0.02% 161
2024
Q1 		$311K Buy
3,617
+1,020
+39% +$82.9K 0.02% 164
2023
Q4 		$211K Buy
+2,597
New +$202K 0.01% 180
2023
Q3 		– Sell
-2,385
Closed -$201K – 184
2023
Q2 		$201K Buy
+2,385
New +$211K 0.02% 150

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Angeles Investment Advisors's AEP Position: Q1 2025 in Review

Angeles Investment Advisors sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 3,208 shares — an estimated $296K sold.

Angeles Investment Advisors first reported a position in AEP in Q2 2023 and held it in 6 quarters. The position peaked at $358K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Angeles Investment Advisors reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,208 American Electric Power shares in Q1 2025, an estimated $296K.
  • Angeles Investment Advisors first reported a position in American Electric Power in Q2 2023 and held it in 6 quarters.
  • Angeles Investment Advisors's American Electric Power position peaked at $358K in Q3 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.