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Family Legacy Financial Solutions’s American Electric Power AEP Stock Holding History

Family Legacy Financial Solutions’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
Closed -$450 – 55
2025
Q3 		$450 Sell
4
-1
-20% -$109 ﹤0.01% 245
2025
Q2 		$518 Buy
+5
New +$520 ﹤0.01% 230

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Family Legacy Financial Solutions's AEP Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 4 shares — an estimated $450 sold.

Family Legacy Financial Solutions first reported a position in AEP in Q2 2025 and held it in 2 quarters. The position peaked at $518 in Q2 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 4 American Electric Power shares in Q4 2025, an estimated $450.
  • Family Legacy Financial Solutions first reported a position in American Electric Power in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's American Electric Power position peaked at $518 in Q2 2025.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.