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Evelyn Partners Investment Management’s American Electric Power AEP Stock Holding History

Evelyn Partners Investment 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
Q3 		– Sell
-450
Closed -$46.7K – 410
2025
Q2 		$46.7K Hold
450
– – ﹤0.01% 288
2025
Q1 		$49.2K Hold
450
– – ﹤0.01% 278
2024
Q4 		$41.5K Buy
+450
New +$43.5K ﹤0.01% 284

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Evelyn Partners Investment Management's AEP Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 450 shares — an estimated $46.7K sold.

Evelyn Partners Investment Management first reported a position in AEP in Q4 2024 and held it in 3 quarters. The position peaked at $49.2K in Q1 2025. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 450 American Electric Power shares in Q3 2025, an estimated $46.7K.
  • Evelyn Partners Investment Management first reported a position in American Electric Power in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Investment Management's American Electric Power position peaked at $49.2K in Q1 2025.
  • 1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.