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FullCircle Wealth’s American Electric Power AEP Stock Holding History

FullCircle Wealth’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 		$317K Hold
2,636
– – 0.11% 187
2025
Q2 		$303K Buy
2,636
+15
+0.6% +$1.56K 0.11% 187
2025
Q1 		$281K Sell
2,621
-183
-7% -$18.5K 0.12% 174
2024
Q4 		$283K Sell
2,804
-19
-0.7% -$1.84K 0.12% 161
2024
Q3 		$280K Sell
2,823
-497
-15% -$48.5K 0.13% 150
2024
Q2 		$315K Buy
+3,320
New +$290K 0.15% 132

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.61T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FullCircle Wealth's AEP Position: Q3 2025 in Review

FullCircle Wealth held its American Electric Power (AEP) position steady in Q3 2025 at 2,636 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #187.

FullCircle Wealth first reported a position in AEP in Q2 2024 and has held it in 6 quarters since. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • FullCircle Wealth held 2,636 shares of American Electric Power worth $317K as of Q3 2025.
  • FullCircle Wealth left its American Electric Power share count unchanged in Q3 2025.
  • American Electric Power made up 0.11% of FullCircle Wealth's portfolio in Q3 2025, its #187 holding.
  • FullCircle Wealth first reported a position in American Electric Power in Q2 2024 and has held it in 6 quarters since.
  • 1,714 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.