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Global Assets Advisory’s American Electric Power AEP Stock Holding History

Global Assets Advisory’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
2026
Q1 		$192K Buy
+1,467
New +$184K 0.06% 219
2025
Q4 		– Sell
-2,889
Closed -$325K – 283
2025
Q3 		$325K Buy
2,889
+210
+8% +$23K 0.1% 198
2025
Q2 		$280K Sell
2,679
-2,689
-50% -$280K 0.11% 168
2025
Q1 		$554K Buy
+5,368
New +$544K 0.1% 154
2024
Q2 		– Sell
-108,660
Closed -$1.28M – 73
2024
Q1 		$1.28M Buy
+108,660
New +$8.83M 0.06% 201

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return