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

Crowley 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
-4,100
Closed -$461K – 12
2025
Q3 		$461K Hold
4,100
– – 0.37% 48
2025
Q2 		$425K Sell
4,100
-300
-7% -$31.2K 0.39% 46
2025
Q1 		$481K Sell
4,400
-140
-3% -$14.2K 0.46% 41
2024
Q4 		$419K Buy
+4,540
New +$439K 0.37% 46

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Crowley Wealth Management's AEP Position: Q4 2025 in Review

Crowley Wealth Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 4,100 shares — an estimated $461K sold.

Crowley Wealth Management first reported a position in AEP in Q4 2024 and held it in 4 quarters. The position peaked at $481K in Q1 2025. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Crowley Wealth Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 4,100 American Electric Power shares in Q4 2025, an estimated $461K.
  • Crowley Wealth Management first reported a position in American Electric Power in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's American Electric Power position peaked at $481K in Q1 2025.
  • 1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.