FORA Capital’s American Electric Power AEP Stock Holding History

FORA Capital’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	-6,036	Closed	-$626K	–	466
2025 Q2	$626K	Buy	+6,036	New	+$628K	0.07%	292
2025 Q1	–	Sell	-4,891	Closed	-$451K	–	488
2024 Q4	$451K	Buy	+4,891	New	+$473K	0.05%	273
2023 Q4	–	Sell	-37,464	Closed	-$2.82M	–	420
2023 Q3	$2.82M	Sell	37,464 -3,792	-9%	-$309K	0.25%	118
2023 Q2	$3.47M	Buy	+41,256	New	+$3.64M	0.49%	62
2022 Q4	–	Sell	-7,898	Closed	-$683K	–	449
2022 Q3	$683K	Buy	+7,898	New	+$781K	0.13%	215
2022 Q1	–	Sell	-5,086	Closed	-$453K	–	497
2021 Q4	$453K	Sell	5,086 -9,150	-64%	-$772K	0.18%	166
2021 Q3	$1.16M	Buy	+14,236	New	+$1.24M	0.29%	102
2021 Q1	–	Sell	-15,598	Closed	-$1.3M	–	743
2020 Q4	$1.3M	Buy	+15,598	New	+$1.35M	0.2%	116
2020 Q3	–	Sell	-5,061	Closed	-$403K	–	625
2020 Q2	$403K	Buy	5,061 +4,395	+660%	+$359K	0.14%	194
2020 Q1	$53K	Sell	666 -40,584	-98%	-$3.84M	0.01%	754
2019 Q4	$3.9M	Buy	+41,250	New	+$3.81M	0.39%	43

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's AEP Position: Q3 2025 in Review

FORA Capital sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 6,036 shares — an estimated $626K sold.

FORA Capital first reported a position in AEP in Q4 2019 and held it in 11 quarters. The position peaked at $3.9M in Q4 2019. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

FORA Capital reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 6,036 American Electric Power shares in Q3 2025, an estimated $626K.
FORA Capital first reported a position in American Electric Power in Q4 2019 and held it in 11 quarters.
FORA Capital's American Electric Power position peaked at $3.9M in Q4 2019.
1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.