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Atticus Wealth Management’s American Electric Power AEP Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-499
Closed -$51.8K – 206
2025
Q2 		$51.8K Hold
499
– – 0.01% 313
2025
Q1 		$54.5K Hold
499
– – 0.02% 222
2024
Q4 		$46K Hold
499
– – 0.01% 247
2024
Q3 		$51.2K Sell
499
-167
-25% -$16.3K 0.02% 244
2024
Q2 		$58.4K Hold
666
– – 0.02% 222
2024
Q1 		$57.3K Hold
666
– – 0.02% 229
2023
Q4 		$54.1K Hold
666
– – 0.02% 238
2023
Q3 		$50.1K Sell
666
-333
-33% -$27.1K 0.02% 247
2023
Q2 		$84.1K Hold
999
– – 0.03% 195
2023
Q1 		$90.9K Hold
999
– – 0.03% 182
2022
Q4 		$94.9K Sell
999
-7
-0.7% -$637 0.04% 183
2022
Q3 		$97K Hold
1,006
– – 0.05% 163
2022
Q2 		$97K Hold
1,006
– – 0.04% 183
2022
Q1 		$100K Buy
1,006
+7
+0.7% +$640 0.04% 197
2021
Q4 		$89K Hold
999
– – 0.03% 179
2021
Q3 		$81K Sell
999
-208
-17% -$18.2K 0.04% 190
2021
Q2 		$102K Hold
1,207
– – 0.04% 165
2021
Q1 		$102K Hold
1,207
– – 0.05% 155
2020
Q4 		$101K Sell
1,207
-208
-15% -$18.1K 0.05% 152
2020
Q3 		$116K Hold
1,415
– – 0.07% 123
2020
Q2 		$113K Buy
1,415
+208
+17% +$17K 0.07% 122
2020
Q1 		$97K Sell
1,207
-498
-29% -$47.1K 0.08% 120
2019
Q4 		$161K Buy
+1,705
New +$158K 0.1% 96

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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

Atticus Wealth Management's AEP Position: Q3 2025 in Review

Atticus Wealth Management sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 499 shares — an estimated $51.8K sold.

Atticus Wealth Management first reported a position in AEP in Q4 2019 and held it in 23 quarters. The position peaked at $161K in Q4 2019. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Atticus Wealth Management reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 499 American Electric Power shares in Q3 2025, an estimated $51.8K.
  • Atticus Wealth Management first reported a position in American Electric Power in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's American Electric Power position peaked at $161K in Q4 2019.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.