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Heartland Bank & Trust’s American Electric Power AEP Stock Holding History

Heartland Bank & Trust’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 		– Sell
-4,187
Closed -$386K – 162
2024
Q4 		$386K Sell
4,187
-132
-3% -$12.8K 0.21% 100
2024
Q3 		$443K Sell
4,319
-159
-4% -$15.5K 0.24% 96
2024
Q2 		$393K Buy
4,478
+39
+0.9% +$3.41K 0.22% 102
2024
Q1 		$382K Buy
+4,439
New +$361K 0.22% 106
2023
Q4 		– Sell
-4,771
Closed -$359K – 124
2023
Q3 		$359K Buy
4,771
+76
+2% +$6.18K 0.28% 99
2023
Q2 		$395K Sell
4,695
-487
-9% -$43K 0.31% 94
2023
Q1 		$472K Buy
5,182
+310
+6% +$28.4K 0.36% 90
2022
Q4 		$463K Buy
+4,872
New +$443K 0.34% 85

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heartland Bank & Trust's AEP Position: Q1 2025 in Review

Heartland Bank & Trust sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 4,187 shares — an estimated $386K sold.

Heartland Bank & Trust first reported a position in AEP in Q4 2022 and held it in 8 quarters. The position peaked at $472K in Q1 2023. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Heartland Bank & Trust reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 4,187 American Electric Power shares in Q1 2025, an estimated $386K.
  • Heartland Bank & Trust first reported a position in American Electric Power in Q4 2022 and held it in 8 quarters.
  • Heartland Bank & Trust's American Electric Power position peaked at $472K in Q1 2023.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.