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BOK Financial Private Wealth’s American Electric Power AEP Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-31
Closed -$2.86K – 473
2024
Q4 		$2.86K Sell
31
-30
-49% -$2.9K ﹤0.01% 424
2024
Q3 		$6.26K Sell
61
-506
-89% -$49.4K ﹤0.01% 424
2024
Q2 		$49.7K Hold
567
– – ﹤0.01% 255
2024
Q1 		$48.8K Sell
567
-1,802
-76% -$146K ﹤0.01% 259
2023
Q4 		$192K Sell
2,369
-13,642
-85% -$1.06M 0.02% 166
2023
Q3 		$1.2M Sell
16,011
-4,844
-23% -$394K 0.11% 92
2023
Q2 		$1.76M Sell
20,855
-4,622
-18% -$408K 0.14% 81
2023
Q1 		$2.32M Sell
25,477
-433
-2% -$39.6K 0.19% 72
2022
Q4 		$2.46M Sell
25,910
-1,118
-4% -$102K 0.2% 69
2022
Q3 		$2.34M Buy
27,028
+26,660
+7,245% +$2.64M 0.21% 73
2022
Q2 		$35K Buy
+368
New +$36.5K ﹤0.01% 268

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial Private Wealth's AEP Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 31 shares — an estimated $2.86K sold.

BOK Financial Private Wealth first reported a position in AEP in Q2 2022 and held it in 11 quarters. The position peaked at $2.46M in Q4 2022. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 31 American Electric Power shares in Q1 2025, an estimated $2.86K.
  • BOK Financial Private Wealth first reported a position in American Electric Power in Q2 2022 and held it in 11 quarters.
  • BOK Financial Private Wealth's American Electric Power position peaked at $2.46M in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.