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Atria Wealth Solutions’s American Electric Power AEP Stock Holding History

Atria Wealth Solutions’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 		$2.47M Sell
23,798
-9,127
-28% -$950K 0.06% 362
2025
Q1 		$3.6M Sell
32,925
-5,210
-14% -$528K 0.04% 437
2024
Q4 		$3.52M Buy
38,135
+2,942
+8% +$285K 0.04% 454
2024
Q3 		$3.61M Sell
35,193
-2,061
-6% -$201K 0.04% 433
2024
Q2 		$3.27M Sell
37,254
-2,858
-7% -$250K 0.04% 460
2024
Q1 		$3.45M Sell
40,112
-5,114
-11% -$416K 0.04% 452
2023
Q4 		$3.67M Sell
45,226
-10,301
-19% -$800K 0.05% 398
2023
Q3 		$4.18M Buy
55,527
+3,279
+6% +$267K 0.06% 335
2023
Q2 		$4.4M Buy
52,248
+436
+0.8% +$38.5K 0.06% 322
2023
Q1 		$4.71M Sell
51,812
-455
-0.9% -$41.6K 0.07% 280
2022
Q4 		$4.96M Sell
52,267
-674
-1% -$61.4K 0.08% 255
2022
Q3 		$4.58M Sell
52,941
-9,957
-16% -$984K 0.08% 247
2022
Q2 		$7.16M Buy
62,898
+24,782
+65% +$2.46M 0.13% 162
2022
Q1 		$3.8M Buy
+38,116
New +$3.48M 0.06% 309

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Atria Wealth Solutions's AEP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its American Electric Power (AEP) stake by 28% in Q2 2025, selling an estimated $950K and leaving 23,798 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #362.

Atria Wealth Solutions first reported a position in AEP in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.16M in Q2 2022. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Atria Wealth Solutions held 23,798 shares of American Electric Power worth $2.47M as of Q2 2025.
  • Atria Wealth Solutions sold 9,127 American Electric Power shares in Q2 2025, an estimated $950K.
  • American Electric Power made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #362 holding.
  • Atria Wealth Solutions first reported a position in American Electric Power in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's American Electric Power position peaked at $7.16M in Q2 2022.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.