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Financial Advocates Investment Management’s American Electric Power AEP Stock Holding History

Financial Advocates 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
-2,039
Closed -$212K – 113
2025
Q2 		$212K Sell
2,039
-2,846
-58% -$296K 0.02% 578
2025
Q1 		$534K Buy
4,885
+14
+0.3% +$1.42K 0.04% 410
2024
Q4 		$449K Sell
4,871
-1,831
-27% -$177K 0.03% 485
2024
Q3 		$688K Sell
6,702
-227
-3% -$22.2K 0.04% 386
2024
Q2 		$608K Sell
6,929
-134
-2% -$11.7K 0.04% 385
2024
Q1 		$608K Buy
7,063
+402
+6% +$32.7K 0.04% 416
2023
Q4 		$541K Buy
6,661
+31
+0.5% +$2.41K 0.04% 416
2023
Q3 		$499K Sell
6,630
-347
-5% -$28.2K 0.04% 415
2023
Q2 		$588K Buy
6,977
+1,248
+22% +$110K 0.04% 365
2023
Q1 		$521K Buy
5,729
+790
+16% +$72.3K 0.04% 420
2022
Q4 		$469K Buy
4,939
+133
+3% +$12.1K 0.04% 459
2022
Q3 		$413K Sell
4,806
-295
-6% -$29.2K 0.03% 458
2022
Q2 		$489K Buy
5,101
+773
+18% +$76.6K 0.04% 400
2022
Q1 		$432K Buy
4,328
+114
+3% +$10.4K 0.03% 475
2021
Q4 		$359K Sell
4,214
-37
-0.9% -$3.12K 0.02% 582
2021
Q3 		$333K Buy
4,251
+250
+6% +$21.8K 0.02% 587
2021
Q2 		$339K Sell
4,001
-159
-4% -$13.7K 0.02% 578
2021
Q1 		$353K Sell
4,160
-18
-0.4% -$1.45K 0.03% 567
2020
Q4 		$348K Sell
4,178
-63
-1% -$5.47K 0.02% 526
2020
Q3 		$346K Buy
4,241
+148
+4% +$12.2K 0.03% 448
2020
Q2 		$326K Buy
4,093
+50
+1% +$4.08K 0.03% 448
2020
Q1 		$323K Sell
4,043
-466
-10% -$44.1K 0.05% 344
2019
Q4 		$426K Sell
4,509
-637
-12% -$58.8K 0.05% 343
2019
Q3 		$436K Buy
5,146
+537
+12% +$48.8K 0.05% 314
2019
Q2 		$405K Buy
4,609
+66
+1% +$5.69K 0.05% 327
2019
Q1 		$380K Buy
4,543
+2
+0% +$159 0.05% 321
2018
Q4 		$339K Sell
4,541
-1,611
-26% -$121K 0.05% 313
2018
Q3 		$436K Buy
6,152
+119
+2% +$8.47K 0.05% 312
2018
Q2 		$423K Sell
6,033
-525
-8% -$35.4K 0.05% 292
2018
Q1 		$449K Sell
6,558
-653
-9% -$44K 0.06% 274
2017
Q4 		$530K Buy
+7,211
New +$539K 0.07% 247

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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 $1.88T AUM 44.46% 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

Financial Advocates Investment Management's AEP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 2,039 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in AEP in Q4 2017 and held it in 31 quarters. The position peaked at $688K in Q3 2024. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,039 American Electric Power shares in Q3 2025, an estimated $212K.
  • Financial Advocates Investment Management first reported a position in American Electric Power in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's American Electric Power position peaked at $688K in Q3 2024.
  • 1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.