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Delta Financial Group’s American Electric Power AEP Stock Holding History

Delta Financial Group’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 		$220K Buy
+2,112
New +$214K 0.05% 232
2024
Q4 		– Sell
-2,151
Closed -$221K – 252
2024
Q3 		$221K Buy
+2,151
New +$210K 0.08% 123

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delta Financial Group's AEP Position: Q1 2025 in Review

Delta Financial Group opened a new position in American Electric Power (AEP) in Q1 2025: 2,112 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: Delta Financial Group previously reported a position in AEP as recently as Q3 2024.

Delta Financial Group first reported a position in AEP in Q3 2024 and has held it in 2 quarters since. The position peaked at $221K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Delta Financial Group held 2,112 shares of American Electric Power worth $220K as of Q1 2025.
  • American Electric Power was a new Delta Financial Group position in Q1 2025.
  • American Electric Power made up 0.05% of Delta Financial Group's portfolio in Q1 2025, its #232 holding.
  • Delta Financial Group first reported a position in American Electric Power in Q3 2024 and has held it in 2 quarters since.
  • Delta Financial Group's American Electric Power position peaked at $221K in Q3 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.