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Grey Fox Wealth Advisors’s American Electric Power AEP Stock Holding History

Grey Fox 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
Q4 		– Sell
-101
Closed -$11.4K – 142
2025
Q3 		$11.4K Buy
+101
New +$11.1K ﹤0.01% 397
2023
Q2 		– Sell
-80
Closed -$7.28K – 109
2023
Q1 		$7.28K Sell
80
-102
-56% -$9.33K ﹤0.01% 326
2022
Q4 		$17.3K Buy
+182
New +$16.6K 0.01% 243

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
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

Grey Fox Wealth Advisors's AEP Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 101 shares — an estimated $11.4K sold.

Grey Fox Wealth Advisors first reported a position in AEP in Q4 2022 and held it in 3 quarters. The position peaked at $17.3K in Q4 2022. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 101 American Electric Power shares in Q4 2025, an estimated $11.4K.
  • Grey Fox Wealth Advisors first reported a position in American Electric Power in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's American Electric Power position peaked at $17.3K in Q4 2022.
  • 1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.