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Bernard Wealth Management’s American Electric Power AEP Stock Holding History

Bernard Wealth Management’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 		– Sell
-15
Closed -$1.64K – 311
2025
Q1 		$1.64K Buy
+15
New +$1.52K ﹤0.01% 320

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

Bernard Wealth Management's AEP Position: Q2 2025 in Review

Bernard Wealth Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 15 shares — an estimated $1.64K sold.

Bernard Wealth Management first reported a position in AEP in Q1 2025 and held it in 1 quarter. The position peaked at $1.64K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Bernard Wealth Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 15 American Electric Power shares in Q2 2025, an estimated $1.64K.
  • Bernard Wealth Management first reported a position in American Electric Power in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's American Electric Power position peaked at $1.64K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.