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Financial Gravity Asset Management’s American Electric Power AEP Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-9
Closed -$1.01K – 770
2025
Q3 		$1.01K Buy
+9
New +$985 ﹤0.01% 804
2025
Q1 		$1.09K Buy
+10
New +$1.01K ﹤0.01% 868
2024
Q1 		– Hold
0
– – – 1145
2023
Q4 		– Hold
0
– – – 1297
2021
Q3 		$81K Sell
2
-1
-33% -$87 0.04% 412
2021
Q2 		$85K Buy
+3
New +$258 0.03% 397
2020
Q4 		$1K Buy
+7
New +$607 ﹤0.01% 365
2019
Q4 		$95K Sell
122
-23
-16% -$2.13K 0.07% 334
2019
Q3 		$14K Sell
145
-21
-13% -$1.91K 0.01% 527
2019
Q2 		$15K Buy
166
+10
+6% +$862 0.01% 512
2019
Q1 		$13K Buy
+156
New +$12.4K 0.01% 503
2018
Q3 		$8K Buy
108
+7
+7% +$498 0.01% 613
2018
Q2 		$7K Buy
101
+21
+26% +$1.41K 0.01% 637
2018
Q1 		$6K Buy
+80
New +$5.39K 0.01% 658

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Financial Gravity Asset Management's AEP Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 9 shares — an estimated $1.01K sold.

Financial Gravity Asset Management first reported a position in AEP in Q1 2018 and held it in 12 quarters. The position peaked at $95K in Q4 2019. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 9 American Electric Power shares in Q4 2025, an estimated $1.01K.
  • Financial Gravity Asset Management first reported a position in American Electric Power in Q1 2018 and held it in 12 quarters.
  • Financial Gravity Asset Management's American Electric Power position peaked at $95K in Q4 2019.
  • 1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.