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Kathleen S. Wright Associates’s American Electric Power AEP Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$8.78K Hold
78
– – ﹤0.01% 211
2025
Q2 		$8.09K Hold
78
– – ﹤0.01% 224
2025
Q1 		$8.52K Hold
78
– – ﹤0.01% 225
2024
Q4 		$7.19K Buy
+78
New +$7.55K ﹤0.01% 230

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Kathleen S. Wright Associates's AEP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its American Electric Power (AEP) position steady in Q3 2025 at 78 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Kathleen S. Wright Associates first reported a position in AEP in Q4 2024 and has held it in 4 quarters since. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Kathleen S. Wright Associates held 78 shares of American Electric Power worth $8.78K as of Q3 2025.
  • Kathleen S. Wright Associates left its American Electric Power share count unchanged in Q3 2025.
  • American Electric Power made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #211 holding.
  • Kathleen S. Wright Associates first reported a position in American Electric Power in Q4 2024 and has held it in 4 quarters since.
  • 1,714 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.