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Heartwood Wealth Advisors’s American Electric Power AEP Stock Holding History

Heartwood 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
-357
Closed -$40.2K – 217
2025
Q3 		$40.2K Buy
+357
New +$39.1K ﹤0.01% 314

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 $3.38T AUM 44.17% 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

Heartwood Wealth Advisors's AEP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 357 shares — an estimated $40.2K sold.

Heartwood Wealth Advisors first reported a position in AEP in Q3 2025 and held it in 1 quarter. The position peaked at $40.2K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 357 American Electric Power shares in Q4 2025, an estimated $40.2K.
  • Heartwood Wealth Advisors first reported a position in American Electric Power in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's American Electric Power position peaked at $40.2K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.