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

Compass 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 		– Sell
-125
Closed -$13.7K – 158
2025
Q1 		$13.7K Hold
125
– – ﹤0.01% 340
2024
Q4 		$11.5K Hold
125
– – ﹤0.01% 340
2024
Q3 		$12.8K Hold
125
– – ﹤0.01% 340
2024
Q2 		$11K Hold
125
– – ﹤0.01% 352
2024
Q1 		$10.8K Sell
125
-78
-38% -$6.34K ﹤0.01% 346
2023
Q4 		$16.5K Hold
203
– – ﹤0.01% 324
2023
Q3 		$15.3K Hold
203
– – ﹤0.01% 334
2023
Q2 		$17.1K Hold
203
– – 0.01% 336
2023
Q1 		$18.5K Hold
203
– – 0.01% 329
2022
Q4 		$19.3K Buy
+203
New +$18.5K 0.01% 322

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

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

Compass Wealth Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 125 shares — an estimated $13.7K sold.

Compass Wealth Management first reported a position in AEP in Q4 2022 and held it in 10 quarters. The position peaked at $19.3K in Q4 2022. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Compass Wealth Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 125 American Electric Power shares in Q2 2025, an estimated $13.7K.
  • Compass Wealth Management first reported a position in American Electric Power in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's American Electric Power position peaked at $19.3K in Q4 2022.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.