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Avantax Advisory Services’s American Electric Power AEP Stock Holding History

Avantax Advisory Services’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 		$6.01M Buy
57,923
+58
+0.1% +$6.03K 0.03% 398
2025
Q1 		$6.32M Buy
57,865
+682
+1% +$69.1K 0.04% 344
2024
Q4 		$5.27M Buy
57,183
+3,075
+6% +$298K 0.03% 383
2024
Q3 		$5.55M Buy
54,108
+2,774
+5% +$271K 0.04% 363
2024
Q2 		$4.5M Buy
51,334
+31,624
+160% +$2.77M 0.03% 404
2024
Q1 		$1.7M Sell
19,710
-891
-4% -$72.4K 0.02% 581
2023
Q4 		$1.67M Sell
20,601
-468
-2% -$36.3K 0.02% 556
2023
Q3 		$1.58M Sell
21,069
-307
-1% -$25K 0.02% 535
2023
Q2 		$1.8M Sell
21,376
-453
-2% -$40K 0.02% 486
2023
Q1 		$1.99M Sell
21,829
-70
-0.3% -$6.4K 0.02% 448
2022
Q4 		$2.08M Sell
21,899
-430
-2% -$39.1K 0.03% 415
2022
Q3 		$1.93M Buy
22,329
+1,784
+9% +$176K 0.03% 384
2022
Q2 		$1.97M Buy
20,545
+2,085
+11% +$207K 0.03% 384
2022
Q1 		$1.84M Buy
18,460
+1,954
+12% +$179K 0.03% 396
2021
Q4 		$1.47M Buy
16,506
+1,028
+7% +$86.7K 0.02% 423
2021
Q3 		$1.26M Buy
15,478
+528
+4% +$46.1K 0.02% 427
2021
Q2 		$1.26M Buy
14,950
+63
+0.4% +$5.42K 0.02% 429
2021
Q1 		$1.26M Buy
14,887
+796
+6% +$64.2K 0.03% 383
2020
Q4 		$1.17M Sell
14,091
-34,427
-71% -$2.99M 0.03% 364
2020
Q3 		$3.96M Buy
48,518
+35,887
+284% +$2.96M 0.06% 237
2020
Q2 		$1.01M Sell
12,631
-491
-4% -$40.1K 0.03% 346
2020
Q1 		$1.05M Sell
13,122
-92
-0.7% -$8.7K 0.03% 291
2019
Q4 		$1.25M Buy
13,214
+7,193
+119% +$664K 0.03% 294
2019
Q3 		$565K Buy
6,021
+662
+12% +$60.1K 0.02% 306
2019
Q2 		$472K Buy
5,359
+386
+8% +$33.3K 0.02% 304
2019
Q1 		$416K Sell
4,973
-178
-3% -$14.2K 0.02% 299
2018
Q4 		$387K Buy
+5,151
New +$387K 0.07% 264

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avantax Advisory Services's AEP Position: Q2 2025 in Review

Avantax Advisory Services increased its American Electric Power (AEP) stake by 0.1% in Q2 2025, buying an estimated $6.03K and bringing the position to 57,923 shares worth $6.01M. The position accounts for 0.03% of the portfolio, ranked #398.

Avantax Advisory Services first reported a position in AEP in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.32M in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Avantax Advisory Services held 57,923 shares of American Electric Power worth $6.01M as of Q2 2025.
  • Avantax Advisory Services bought 58 American Electric Power shares in Q2 2025, an estimated $6.03K.
  • American Electric Power made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #398 holding.
  • Avantax Advisory Services first reported a position in American Electric Power in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's American Electric Power position peaked at $6.32M in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.