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Global Financial Private Client’s American Electric Power AEP Stock Holding History

Global Financial Private Client’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
-655
Closed -$71.6K – 253
2025
Q1 		$71.6K Buy
655
+18
+3% +$1.82K 0.03% 297
2024
Q4 		$58.8K Buy
637
+7
+1% +$677 0.02% 314
2024
Q3 		$64.6K Buy
630
+230
+58% +$22.4K 0.03% 303
2024
Q2 		$35.1K Hold
400
– – 0.01% 333
2024
Q1 		$33.8K Hold
400
– – 0.01% 341
2023
Q4 		$32.5K Hold
400
– – 0.02% 336
2023
Q3 		$28.7K Hold
400
– – 0.01% 336
2023
Q2 		$34.1K Sell
400
-813
-67% -$71.8K 0.02% 324
2023
Q1 		$110K Sell
1,213
-36
-3% -$3.29K 0.06% 201
2022
Q4 		$119K Sell
1,249
-3,712
-75% -$338K 0.07% 182
2022
Q3 		$438K Buy
4,961
+1,365
+38% +$135K 0.25% 92
2022
Q2 		$352K Buy
3,596
+3,196
+799% +$317K 0.2% 101
2022
Q1 		$40.6K Hold
400
– – 0.02% 285
2021
Q4 		$35.6K Hold
400
– – 0.02% 296
2021
Q3 		$32.6K Hold
400
– – 0.02% 276
2021
Q2 		$34.1K Hold
400
– – 0.02% 275
2021
Q1 		$34.2K Hold
400
– – 0.02% 239
2020
Q4 		$33.3K Hold
400
– – 0.03% 228
2020
Q3 		$33.2K Sell
400
-121
-23% -$9.97K 0.03% 218
2020
Q2 		$42.7K Buy
521
+121
+30% +$9.88K 0.04% 229
2020
Q1 		$29.8K Hold
400
– – 0.03% 272
2019
Q4 		$37.8K Buy
+400
New +$37K 0.03% 270

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 $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Global Financial Private Client's AEP Position: Q2 2025 in Review

Global Financial Private Client sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 655 shares — an estimated $71.6K sold.

Global Financial Private Client first reported a position in AEP in Q4 2019 and held it in 22 quarters. The position peaked at $438K in Q3 2022. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Global Financial Private Client reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 655 American Electric Power shares in Q2 2025, an estimated $71.6K.
  • Global Financial Private Client first reported a position in American Electric Power in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's American Electric Power position peaked at $438K in Q3 2022.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.