Apexium Financial’s American Electric Power AEP Stock Holding History

Apexium Financial’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	-1,891	Closed	-$207K	–	279
2025 Q1	$207K	Buy	+1,891	New	+$192K	0.01%	268

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Apexium Financial's AEP Position: Q2 2025 in Review

Apexium Financial sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 1,891 shares — an estimated $207K sold.

Apexium Financial first reported a position in AEP in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Apexium Financial reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
Apexium Financial sold 1,891 American Electric Power shares in Q2 2025, an estimated $207K.
Apexium Financial first reported a position in American Electric Power in Q1 2025 and held it in 1 quarter.
Apexium Financial's American Electric Power position peaked at $207K in Q1 2025.
1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Apexium Financial's 13F filing for Q2 2025, filed 22 Jul 2025.