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Future Financial Wealth Management’s American Electric Power AEP Stock Holding History

Future Financial Wealth 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
-509
Closed -$57.2K – 132
2025
Q3 		$57.2K Buy
509
+5
+1% +$547 0.04% 236
2025
Q2 		$52.3K Buy
504
+4
+0.8% +$416 0.04% 239
2025
Q1 		$54.6K Buy
500
+4
+0.8% +$405 0.04% 229
2024
Q4 		$45.7K Buy
496
+5
+1% +$484 0.03% 245
2024
Q3 		$50.4K Buy
+491
New +$47.9K 0.04% 255
2024
Q2 		– Sell
-482
Closed -$41.5K – 129
2024
Q1 		$41.5K Buy
+482
New +$39.2K 0.03% 282
2022
Q2 		– Sell
-447
Closed -$45K – 135
2022
Q1 		$45K Buy
447
+3
+0.7% +$274 0.04% 279
2021
Q4 		$39K Buy
+444
New +$37.5K 0.03% 304

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 $3.38T AUM 44.17% 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

Future Financial Wealth Management's AEP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 509 shares — an estimated $57.2K sold.

Future Financial Wealth Management first reported a position in AEP in Q4 2021 and held it in 8 quarters. The position peaked at $57.2K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Future Financial Wealth Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 509 American Electric Power shares in Q4 2025, an estimated $57.2K.
  • Future Financial Wealth Management first reported a position in American Electric Power in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's American Electric Power position peaked at $57.2K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.