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Clarius Group LLC’s American Electric Power AEP Stock Holding History

Clarius Group LLC’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
-3,626
Closed -$376K – 402
2025
Q2 		$376K Sell
3,626
-340
-9% -$35.4K 0.02% 306
2025
Q1 		$433K Buy
3,966
+95
+2% +$9.62K 0.03% 268
2024
Q4 		$357K Sell
3,871
-196
-5% -$19K 0.02% 274
2024
Q3 		$416K Sell
4,067
-149
-4% -$14.5K 0.03% 247
2024
Q2 		$370K Sell
4,216
-467
-10% -$40.9K 0.03% 272
2024
Q1 		$403K Sell
4,683
-688
-13% -$55.9K 0.03% 270
2023
Q4 		$436K Buy
5,371
+47
+0.9% +$3.65K 0.04% 260
2023
Q3 		$400K Sell
5,324
-1,564
-23% -$127K 0.04% 256
2023
Q2 		$580K Buy
6,888
+330
+5% +$29.1K 0.04% 227
2023
Q1 		$597K Buy
6,558
+357
+6% +$32.7K 0.05% 216
2022
Q4 		$589K Buy
6,201
+68
+1% +$6.19K 0.05% 214
2022
Q3 		$530K Buy
6,133
+138
+2% +$13.6K 0.05% 206
2022
Q2 		$575K Sell
5,995
-64
-1% -$6.34K 0.06% 201
2022
Q1 		$539K Hold
6,059
– – 0.04% 225
2021
Q4 		$539K Buy
6,059
+322
+6% +$27.2K 0.04% 225
2021
Q3 		$466K Buy
5,737
+198
+4% +$17.3K 0.04% 227
2021
Q2 		$469K Buy
5,539
+56
+1% +$4.82K 0.04% 222
2021
Q1 		$464K Buy
5,483
+1,492
+37% +$120K 0.05% 204
2020
Q4 		$332K Buy
3,991
+510
+15% +$44.3K 0.04% 242
2020
Q3 		$285K Sell
3,481
-719
-17% -$59.2K 0.04% 217
2020
Q2 		$334K Buy
4,200
+12
+0.3% +$979 0.05% 195
2020
Q1 		$335K Buy
4,188
+248
+6% +$23.4K 0.06% 164
2019
Q4 		$381K Buy
3,940
+350
+10% +$32.3K 0.06% 164
2019
Q3 		$336K Buy
3,590
+375
+12% +$34.1K 0.06% 171
2019
Q2 		$283K Buy
+3,215
New +$277K 0.06% 183

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Clarius Group LLC's AEP Position: Q3 2025 in Review

Clarius Group LLC sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 3,626 shares — an estimated $376K sold.

Clarius Group LLC first reported a position in AEP in Q2 2019 and held it in 25 quarters. The position peaked at $597K in Q1 2023. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Clarius Group LLC reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 3,626 American Electric Power shares in Q3 2025, an estimated $376K.
  • Clarius Group LLC first reported a position in American Electric Power in Q2 2019 and held it in 25 quarters.
  • Clarius Group LLC's American Electric Power position peaked at $597K in Q1 2023.
  • 1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.