Briaud Financial Planning’s American Electric Power AEP Stock Holding History

Briaud Financial Planning’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	-438	Closed	-$45K	–	41
2025 Q2	$45K	Hold	438	–	–	0.02%	104
2025 Q1	$47K	Hold	438	–	–	0.02%	90
2024 Q4	$40K	Hold	438	–	–	0.02%	87
2024 Q3	$44K	Hold	438	–	–	0.02%	65
2024 Q2	$38K	Buy	438 +150	+52%	+$13.1K	0.02%	65
2024 Q1	$25K	Buy	+288	New	+$23.4K	0.01%	78
2023 Q4	–	Sell	-288	Closed	-$21K	–	16
2023 Q3	$21K	Buy	+288	New	+$23.4K	0.02%	85

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Briaud Financial Planning's AEP Position: Q3 2025 in Review

Briaud Financial Planning sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 438 shares — an estimated $45K sold.

Briaud Financial Planning first reported a position in AEP in Q3 2023 and held it in 7 quarters. The position peaked at $47K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

Briaud Financial Planning reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 438 American Electric Power shares in Q3 2025, an estimated $45K.
Briaud Financial Planning first reported a position in American Electric Power in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's American Electric Power position peaked at $47K in Q1 2025.
1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.