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AWM
Aries Wealth Management’s
American Electric Power
AEP
Stock Holding History
Aries Wealth Management’s Portfolio
AEP Stock Details
AEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$262K
Hold
2,000
–
–
0.06%
200
2025
Q4
$231K
Hold
2,000
–
–
0.05%
215
2025
Q3
$225K
Hold
2,000
–
–
0.05%
219
2025
Q2
$208K
Hold
2,000
–
–
0.05%
211
2025
Q1
$219K
Buy
+2,000
New
+$203K
0.06%
210
2024
Q4
–
Sell
-2,000
Closed
-$205K
–
224
2024
Q3
$205K
Buy
+2,000
New
+$195K
0.06%
217
2023
Q4
–
Sell
-2,700
Closed
-$205K
–
202
2023
Q3
$205K
Buy
2,700
+100
+4%
+$8.14K
0.08%
185
2023
Q2
$219K
Hold
2,600
–
–
0.08%
183
2023
Q1
$237K
Hold
2,600
–
–
0.1%
171
2022
Q4
$247K
Hold
2,600
–
–
0.11%
166
2022
Q3
$229K
Hold
2,600
–
–
0.1%
163
2022
Q2
$249K
Buy
+2,600
New
+$258K
0.11%
144
2022
Q1
–
Sell
-2,400
Closed
-$214K
–
78
2021
Q4
$214K
Buy
+2,400
New
+$202K
0.08%
175
2021
Q1
–
Sell
-2,649
Closed
-$210K
–
176
2020
Q4
$210K
Hold
2,649
–
–
0.1%
150
2020
Q3
$217K
Hold
2,649
–
–
0.12%
132
2020
Q2
$211K
Buy
+2,649
New
+$216K
0.13%
130
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$1.91T AUM
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$63.1B AUM
23.07%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Barclays
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$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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