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Catalyst Funds Management’s American Electric Power AEP Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-2,000
Closed -$225K – 338
2025
Q3 		$225K Buy
+2,000
New +$219K 0.03% 396
2024
Q3 		– Sell
-100
Closed -$8.77K – 1275
2024
Q2 		$8.77K Buy
+100
New +$8.75K ﹤0.01% 955

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Catalyst Funds Management's AEP Position: Q4 2025 in Review

Catalyst Funds Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 2,000 shares — an estimated $225K sold.

Catalyst Funds Management first reported a position in AEP in Q2 2024 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Catalyst Funds Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 2,000 American Electric Power shares in Q4 2025, an estimated $225K.
  • Catalyst Funds Management first reported a position in American Electric Power in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's American Electric Power position peaked at $225K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.