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Beacon Capital Management LLC (Tennessee)’s American Electric Power AEP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-697
Closed -$72.4K – 157
2025
Q2 		$72.4K Sell
697
-192
-22% -$20K 0.01% 267
2025
Q1 		$97.2K Buy
889
+5
+0.6% +$506 0.01% 209
2024
Q4 		$81.5K Buy
884
+36
+4% +$3.48K 0.01% 221
2024
Q3 		$87K Buy
848
+36
+4% +$3.51K 0.01% 221
2024
Q2 		$71.3K Buy
812
+290
+56% +$25.4K 0.01% 225
2024
Q1 		$44.9K Sell
522
-329
-39% -$26.7K 0.01% 312
2023
Q4 		$64K Sell
851
-273
-24% -$21.2K 0.02% 182
2023
Q3 		$94.7K Hold
1,124
– – 0.03% 158
2023
Q2 		$94.7K Hold
1,124
– – 0.03% 158
2023
Q1 		$102K Buy
1,124
+1
+0.1% +$91 0.03% 136
2022
Q4 		$107K Buy
1,123
+275
+32% +$25K 0.04% 134
2022
Q3 		$82K Buy
848
+1
+0.1% +$99 0.03% 161
2022
Q2 		$85K Hold
847
– – 0.02% 173
2022
Q1 		$85K Buy
+847
New +$77.4K 0.02% 173

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Beacon Capital Management LLC (Tennessee)'s AEP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 697 shares — an estimated $72.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AEP in Q1 2022 and held it in 14 quarters. The position peaked at $107K in Q4 2022. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 697 American Electric Power shares in Q3 2025, an estimated $72.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in American Electric Power in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s American Electric Power position peaked at $107K in Q4 2022.
  • 1,714 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.