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Guardian Wealth Management (Illinois)’s American Electric Power AEP Stock Holding History

Guardian Wealth Management (Illinois)’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
-2,032
Closed -$222K – 66
2025
Q1 		$222K Sell
2,032
-708
-26% -$71.7K 0.15% 59
2024
Q4 		$253K Sell
2,740
-428
-14% -$41.4K 0.17% 66
2024
Q3 		$325K Sell
3,168
-166
-5% -$16.2K 0.23% 58
2024
Q2 		$293K Sell
3,334
-89
-3% -$7.79K 0.22% 59
2024
Q1 		$295K Sell
3,423
-736
-18% -$59.8K 0.23% 57
2023
Q4 		$338K Sell
4,159
-1,457
-26% -$113K 0.29% 55
2023
Q3 		$422K Sell
5,616
-4,095
-42% -$333K 0.4% 55
2023
Q2 		$818K Sell
9,711
-887
-8% -$78.3K 0.75% 46
2023
Q1 		$964K Sell
10,598
-336
-3% -$30.7K 0.93% 43
2022
Q4 		$1.04M Sell
10,934
-1,125
-9% -$102K 1.02% 40
2022
Q3 		$1.04M Sell
12,059
-65
-0.5% -$6.43K 1.18% 38
2022
Q2 		$1.16M Buy
12,124
+139
+1% +$13.8K 1.25% 36
2022
Q1 		$1.2M Buy
11,985
+21
+0.2% +$1.92K 1.19% 38
2021
Q4 		$1.06M Buy
+11,964
New +$1.01M 1.02% 41

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AEP Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,032 shares — an estimated $222K sold.

Guardian Wealth Management (Illinois) first reported a position in AEP in Q4 2021 and held it in 14 quarters. The position peaked at $1.2M in Q1 2022. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 2,032 American Electric Power shares in Q2 2025, an estimated $222K.
  • Guardian Wealth Management (Illinois) first reported a position in American Electric Power in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s American Electric Power position peaked at $1.2M in Q1 2022.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.