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Fairway Wealth’s American Electric Power AEP Stock Holding History

Fairway Wealth’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
Q2 		– Sell
-87
Closed -$9.51K – 182
2025
Q1 		$9.51K Sell
87
-259
-75% -$26.2K ﹤0.01% 167
2024
Q4 		$31.9K Buy
+346
New +$33.5K 0.01% 122
2024
Q3 		– Sell
-41
Closed -$3.6K – 111
2024
Q2 		$3.6K Buy
+41
New +$3.59K ﹤0.01% 250

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fairway Wealth's AEP Position: Q2 2025 in Review

Fairway Wealth sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 87 shares — an estimated $9.51K sold.

Fairway Wealth first reported a position in AEP in Q2 2024 and held it in 3 quarters. The position peaked at $31.9K in Q4 2024. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Fairway Wealth reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Fairway Wealth sold 87 American Electric Power shares in Q2 2025, an estimated $9.51K.
  • Fairway Wealth first reported a position in American Electric Power in Q2 2024 and held it in 3 quarters.
  • Fairway Wealth's American Electric Power position peaked at $31.9K in Q4 2024.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.