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Heck Capital Advisors’s American Electric Power AEP Stock Holding History

Heck Capital 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
Q1 		– Sell
-625
Closed -$57.6K – 248
2024
Q4 		$57.6K Buy
+625
New +$60.5K ﹤0.01% 344

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heck Capital Advisors's AEP Position: Q1 2025 in Review

Heck Capital Advisors sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 625 shares — an estimated $57.6K sold.

Heck Capital Advisors first reported a position in AEP in Q4 2024 and held it in 1 quarter. The position peaked at $57.6K in Q4 2024. 1,670 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Heck Capital Advisors reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 625 American Electric Power shares in Q1 2025, an estimated $57.6K.
  • Heck Capital Advisors first reported a position in American Electric Power in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's American Electric Power position peaked at $57.6K in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.