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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 $5.7T 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 $280B 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