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

Congress 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	$746K	Buy	7,188 +1,246	+21%	+$130K	0.01%	789
2025 Q1	$639K	Sell	5,942 -1,380	-19%	-$140K	0.01%	749
2024 Q4	$675K	Buy	+7,322	New	+$709K	0.01%	581
2024 Q1	–	Sell	-6,235	Closed	-$507K	–	580
2023 Q4	$507K	Buy	6,235 +3,457	+124%	+$268K	0.01%	464
2023 Q3	$209K	Buy	+2,778	New	+$226K	﹤0.01%	576
2022 Q1	–	Sell	-6,427	Closed	-$572K	–	593
2021 Q4	$572K	Buy	+6,427	New	+$542K	0.01%	445

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Congress Wealth Management increased its American Electric Power (AEP) stake by 21% in Q2 2025, buying an estimated $130K and bringing the position to 7,188 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #789.

Congress Wealth Management first reported a position in AEP in Q4 2021 and has held it in 6 quarters since. 1,637 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Congress Wealth Management held 7,188 shares of American Electric Power worth $746K as of Q2 2025.
Congress Wealth Management bought 1,246 American Electric Power shares in Q2 2025, an estimated $130K.
American Electric Power made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #789 holding.
Congress Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 6 quarters since.
1,637 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

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