Bard Financial Services’s American Electric Power AEP Stock Holding History

Bard Financial 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 Q3	$735K	Hold	6,530	–	–	0.08%	128
2025 Q2	$678K	Hold	6,530	–	–	0.08%	133
2025 Q1	$714K	Hold	6,530	–	–	0.09%	132
2024 Q4	$602K	Sell	6,530 -625	-9%	-$60.5K	0.07%	136
2024 Q3	$734K	Hold	7,155	–	–	0.09%	128
2024 Q2	$628K	Hold	7,155	–	–	0.06%	142
2024 Q1	$616K	Hold	7,155	–	–	0.07%	140
2023 Q4	$581K	Hold	7,155	–	–	0.07%	147
2023 Q3	$538K	Hold	7,155	–	–	0.07%	140
2023 Q2	$602K	Hold	7,155	–	–	0.05%	198
2023 Q1	$651K	Hold	7,155	–	–	0.05%	193
2022 Q4	$679K	Hold	7,155	–	–	0.06%	187
2022 Q3	$619K	Hold	7,155	–	–	0.06%	181
2022 Q2	$686K	Hold	7,155	–	–	0.06%	176
2022 Q1	$714K	Hold	7,155	–	–	0.06%	170
2021 Q4	$637K	Hold	7,155	–	–	0.05%	175
2021 Q3	$581K	Hold	7,155	–	–	0.05%	173
2021 Q2	$605K	Hold	7,155	–	–	0.05%	173
2021 Q1	$606K	Hold	7,155	–	–	0.06%	166
2020 Q4	$596K	Buy	+7,155	New	+$621K	0.06%	169

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's AEP Position: Q3 2025 in Review

Bard Financial Services held its American Electric Power (AEP) position steady in Q3 2025 at 6,530 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #128.

Bard Financial Services first reported a position in AEP in Q4 2020 and has held it in 20 quarters since. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

Bard Financial Services held 6,530 shares of American Electric Power worth $735K as of Q3 2025.
Bard Financial Services left its American Electric Power share count unchanged in Q3 2025.
American Electric Power made up 0.08% of Bard Financial Services's portfolio in Q3 2025, its #128 holding.
Bard Financial Services first reported a position in American Electric Power in Q4 2020 and has held it in 20 quarters since.
1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.