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Carolinas Wealth Consulting’s American Electric Power AEP Stock Holding History

Carolinas Wealth Consulting’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
-87
Closed -$9.51K – 20
2025
Q1 		$9.51K Buy
87
+10
+13% +$1.01K ﹤0.01% 534
2024
Q4 		$7.1K Buy
77
+15
+24% +$1.45K ﹤0.01% 586
2024
Q3 		$6.36K Buy
62
+10
+19% +$976 ﹤0.01% 629
2024
Q2 		$4.56K Buy
52
+8
+18% +$700 ﹤0.01% 664
2024
Q1 		$3.79K Sell
44
-5,432
-99% -$442K ﹤0.01% 689
2023
Q4 		$7.48K Sell
5,476
-26
-0.5% -$2.02K ﹤0.01% 576
2023
Q3 		$9.3K Sell
5,502
-294
-5% -$23.9K ﹤0.01% 529
2023
Q2 		$34.5K Sell
5,796
-448
-7% -$39.6K 0.01% 406
2023
Q1 		$77.6K Buy
6,244
+466
+8% +$42.6K 0.02% 297
2022
Q4 		$36.5K Buy
5,778
+154
+3% +$14K 0.01% 394
2022
Q3 		$20K Buy
5,624
+131
+2% +$13K 0.01% 441
2022
Q2 		$9K Buy
5,493
+5,318
+3,039% +$527K ﹤0.01% 585
2022
Q1 		$18K Buy
175
+1
+0.6% +$91 ﹤0.01% 498
2021
Q4 		$16K Sell
174
-49
-22% -$4.13K ﹤0.01% 533
2021
Q3 		$18K Buy
223
+1
+0.5% +$87 ﹤0.01% 482
2021
Q2 		$19K Buy
222
+7
+3% +$603 ﹤0.01% 504
2021
Q1 		$18K Sell
215
-245
-53% -$19.7K ﹤0.01% 523
2020
Q4 		$38K Buy
460
+21
+5% +$1.82K 0.01% 378
2020
Q3 		$36K Buy
439
+29
+7% +$2.39K 0.01% 321
2020
Q2 		$33K Buy
+410
New +$33.5K 0.01% 242

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

Carolinas Wealth Consulting's AEP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 87 shares — an estimated $9.51K sold.

Carolinas Wealth Consulting first reported a position in AEP in Q2 2020 and held it in 20 quarters. The position peaked at $77.6K in Q1 2023. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 87 American Electric Power shares in Q2 2025, an estimated $9.51K.
  • Carolinas Wealth Consulting first reported a position in American Electric Power in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's American Electric Power position peaked at $77.6K in Q1 2023.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.