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

Centricity 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 		$219K Buy
2,106
+15
+0.7% +$1.56K 0.17% 70
2025
Q1 		$228K Buy
2,091
+15
+0.7% +$1.52K 0.21% 66
2024
Q4 		$191K Buy
+2,076
New +$201K 0.18% 75

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 $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Centricity Wealth Management increased its American Electric Power (AEP) stake by 0.72% in Q2 2025, buying an estimated $1.56K and bringing the position to 2,106 shares worth $219K. The position accounts for 0.17% of the portfolio, ranked #70.

Centricity Wealth Management first reported a position in AEP in Q4 2024 and has held it in 3 quarters since. The position peaked at $228K in Q1 2025. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Centricity Wealth Management held 2,106 shares of American Electric Power worth $219K as of Q2 2025.
  • Centricity Wealth Management bought 15 American Electric Power shares in Q2 2025, an estimated $1.56K.
  • American Electric Power made up 0.17% of Centricity Wealth Management's portfolio in Q2 2025, its #70 holding.
  • Centricity Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's American Electric Power position peaked at $228K in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.