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

GGM 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 Q1	$245K	Buy	2,289 +18	+0.8%	+$1.82K	0.14%	115
2024 Q4	$209K	Sell	2,271 -473	-17%	-$45.8K	0.11%	131
2024 Q3	$282K	Buy	2,744 +21	+0.8%	+$2.05K	0.12%	121
2024 Q2	$239K	Buy	2,723 +25	+0.9%	+$2.19K	0.11%	123
2024 Q1	$230K	Buy	2,698 +27	+1%	+$2.19K	0.11%	116
2023 Q4	$208K	Buy	+2,671	New	+$207K	0.09%	132
2023 Q3	–	Sell	-2,617	Closed	-$225K	–	140
2023 Q2	$225K	Buy	+2,617	New	+$231K	0.09%	133
2023 Q1	–	Sell	-2,570	Closed	-$248K	–	63
2022 Q4	$248K	Buy	2,570 +20	+0.8%	+$1.82K	0.13%	113
2022 Q3	$222K	Buy	+2,550	New	+$252K	0.12%	123
2022 Q2	–	Sell	-2,061	Closed	-$211K	–	132
2022 Q1	$211K	Buy	+2,061	New	+$188K	0.11%	133

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's AEP Position: Q1 2025 in Review

GGM Wealth Advisors increased its American Electric Power (AEP) stake by 0.79% in Q1 2025, buying an estimated $1.82K and bringing the position to 2,289 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #115.

GGM Wealth Advisors first reported a position in AEP in Q1 2022 and has held it in 10 quarters since. The position peaked at $282K in Q3 2024. 1,669 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

GGM Wealth Advisors held 2,289 shares of American Electric Power worth $245K as of Q1 2025.
GGM Wealth Advisors bought 18 American Electric Power shares in Q1 2025, an estimated $1.82K.
American Electric Power made up 0.14% of GGM Wealth Advisors's portfolio in Q1 2025, its #115 holding.
GGM Wealth Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 10 quarters since.
GGM Wealth Advisors's American Electric Power position peaked at $282K in Q3 2024.
1,669 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.