FSC Wealth Advisors’s American Electric Power AEP Stock Holding History

FSC Wealth Advisors’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	-382	Closed	-$41.7K	–	75
2025 Q1	$41.7K	Buy	382 +37	+11%	+$3.75K	0.03%	125
2024 Q4	$31.9K	Sell	345 -7	-2%	-$677	0.02%	138
2024 Q3	$36.1K	Buy	352 +2	+0.6%	+$195	0.03%	130
2024 Q2	$30.7K	Hold	350	–	–	0.02%	130
2024 Q1	$30.1K	Sell	350 -1	-0.3%	-$81	0.02%	134
2023 Q4	$28.5K	Hold	351	–	–	0.02%	133
2023 Q3	$26.4K	Buy	351 +242	+222%	+$19.7K	0.03%	112
2023 Q2	$9.18K	Hold	109	–	–	0.01%	150
2023 Q1	$9.92K	Hold	109	–	–	0.02%	122
2022 Q4	$10.3K	Hold	109	–	–	0.02%	109
2022 Q3	$9K	Hold	109	–	–	0.09%	110
2022 Q2	$10K	Hold	109	–	–	0.09%	102
2022 Q1	$11K	Hold	109	–	–	0.01%	122
2021 Q4	$10K	Buy	+109	New	+$9.2K	0.01%	131

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FSC Wealth Advisors's AEP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 382 shares — an estimated $41.7K sold.

FSC Wealth Advisors first reported a position in AEP in Q4 2021 and held it in 14 quarters. The position peaked at $41.7K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

FSC Wealth Advisors reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 382 American Electric Power shares in Q2 2025, an estimated $41.7K.
FSC Wealth Advisors first reported a position in American Electric Power in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's American Electric Power position peaked at $41.7K in Q1 2025.
1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.