EP
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Essential Planning’s American Electric Power AEP Stock Holding History

Essential Planning’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
-21,340
Closed -$2.07M – 86
2024
Q4 		$2.07M Buy
+21,340
New +$2.07M 0.01% 190

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

Essential Planning's AEP Position: Q1 2025 in Review

Essential Planning sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 21,340 shares — an estimated $2.07M sold.

Essential Planning first reported a position in AEP in Q4 2024 and held it in 1 quarter. The position peaked at $2.07M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Essential Planning reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 21,340 American Electric Power shares in Q1 2025, an estimated $2.07M.
  • Essential Planning first reported a position in American Electric Power in Q4 2024 and held it in 1 quarter.
  • Essential Planning's American Electric Power position peaked at $2.07M in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.