Cherry Tree Wealth Management’s American Electric Power AEP Stock Holding History

Cherry Tree 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 Q4	–	Sell	-25	Closed	-$2.81K	–	589
2025 Q3	$2.81K	Hold	25	–	–	﹤0.01%	506
2025 Q2	$2.59K	Sell	25 -13	-34%	-$1.35K	﹤0.01%	519
2025 Q1	$4.15K	Hold	38	–	–	﹤0.01%	556
2024 Q4	$3.5K	Hold	38	–	–	﹤0.01%	505
2024 Q3	$3.9K	Hold	38	–	–	﹤0.01%	496
2024 Q2	$3.33K	Hold	38	–	–	﹤0.01%	484
2024 Q1	$3.27K	Hold	38	–	–	﹤0.01%	469
2023 Q4	$3.09K	Sell	38 -19	-33%	-$1.48K	﹤0.01%	471
2023 Q3	$4.29K	Hold	57	–	–	﹤0.01%	416
2023 Q2	$4.8K	Buy	+57	New	+$5.04K	﹤0.01%	407

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Cherry Tree Wealth Management's AEP Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 25 shares — an estimated $2.81K sold.

Cherry Tree Wealth Management first reported a position in AEP in Q2 2023 and held it in 10 quarters. The position peaked at $4.8K in Q2 2023. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Cherry Tree Wealth Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 25 American Electric Power shares in Q4 2025, an estimated $2.81K.
Cherry Tree Wealth Management first reported a position in American Electric Power in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's American Electric Power position peaked at $4.8K in Q2 2023.
1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.