Coppell Advisory Solutions’s American Electric Power AEP Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-370	Closed	-$34.1K	–	359
2024 Q4	$34.1K	Sell	370 -10	-3%	-$968	﹤0.01%	709
2024 Q3	$38.7K	Buy	380 +10	+3%	+$976	0.01%	634
2024 Q2	$32.5K	Buy	+370	New	+$32.4K	0.01%	614
2023 Q4	$41K	Buy	505 +503	+25,150%	+$39K	0.01%	537
2023 Q3	$190	Sell	2 -274	-99%	-$22.3K	﹤0.01%	1115
2023 Q2	$23K	Buy	+276	New	+$24.4K	0.01%	535
2023 Q1	–	Sell	-2	Closed	-$190	–	219
2022 Q4	$190	Buy	+2	New	+$182	﹤0.01%	1117

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's AEP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 370 shares — an estimated $34.1K sold.

Coppell Advisory Solutions first reported a position in AEP in Q4 2022 and held it in 7 quarters. The position peaked at $41K in Q4 2023. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

Coppell Advisory Solutions reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 370 American Electric Power shares in Q1 2025, an estimated $34.1K.
Coppell Advisory Solutions first reported a position in American Electric Power in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's American Electric Power position peaked at $41K in Q4 2023.
1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.