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Bellwether Advisors’s American Electric Power AEP Stock Holding History

Bellwether Advisors’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
-838
Closed -$87K – 147
2025
Q2 		$87K Hold
838
– – 0.01% 182
2025
Q1 		$91.6K Hold
838
– – 0.02% 179
2024
Q4 		$77.3K Buy
+838
New +$81.1K 0.01% 198
2023
Q1 		– Sell
-3
Closed -$284 – 488
2022
Q4 		$284 Sell
3
-43
-93% -$3.91K ﹤0.01% 412
2022
Q3 		$3K Buy
46
+14
+44% +$1.38K ﹤0.01% 347
2022
Q2 		$3K Buy
+32
New +$3.17K ﹤0.01% 308
2022
Q1 		– Sell
-419
Closed -$37K – 543
2021
Q4 		$37K Sell
419
-4,965
-92% -$419K 0.01% 213
2021
Q3 		$437K Buy
+5,384
New +$470K 0.15% 112

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

Bellwether Advisors's AEP Position: Q3 2025 in Review

Bellwether Advisors sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 838 shares — an estimated $87K sold.

Bellwether Advisors first reported a position in AEP in Q3 2021 and held it in 8 quarters. The position peaked at $437K in Q3 2021. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Bellwether Advisors reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 838 American Electric Power shares in Q3 2025, an estimated $87K.
  • Bellwether Advisors first reported a position in American Electric Power in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's American Electric Power position peaked at $437K in Q3 2021.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.