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KMG Fiduciary Partners’s American Electric Power AEP Stock Holding History

KMG Fiduciary Partners’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
-23,305
Closed -$2.55M – 289
2025
Q1 		$2.55M Buy
23,305
+2,097
+10% +$212K 0.21% 106
2024
Q4 		$1.96M Buy
21,208
+2,452
+13% +$237K 0.16% 128
2024
Q3 		$1.92M Buy
18,756
+360
+2% +$35.1K 0.17% 128
2024
Q2 		$1.61M Buy
18,396
+771
+4% +$67.4K 0.16% 113
2024
Q1 		$1.52M Buy
17,625
+830
+5% +$67.5K 0.16% 118
2023
Q4 		$1.36M Sell
16,795
-1,641
-9% -$127K 0.16% 125
2023
Q3 		$1.39M Sell
18,436
-922
-5% -$75K 0.18% 121
2023
Q2 		$1.63M Buy
19,358
+357
+2% +$31.5K 0.21% 112
2023
Q1 		$1.73M Buy
19,001
+907
+5% +$83K 0.25% 103
2022
Q4 		$1.72M Buy
18,094
+3,333
+23% +$303K 0.28% 94
2022
Q3 		$1.28M Buy
14,761
+1,326
+10% +$131K 0.25% 97
2022
Q2 		$1.29M Buy
13,435
+995
+8% +$98.6K 0.24% 92
2022
Q1 		$1.24M Buy
12,440
+1,541
+14% +$141K 0.2% 97
2021
Q4 		$970K Buy
10,899
+1,865
+21% +$157K 0.15% 107
2021
Q3 		$733K Buy
9,034
+977
+12% +$85.3K 0.12% 116
2021
Q2 		$682K Buy
8,057
+789
+11% +$67.9K 0.12% 122
2021
Q1 		$616K Sell
7,268
-13,874
-66% -$1.12M 0.12% 121
2020
Q4 		$1.72M Buy
21,142
+3,988
+23% +$346K 0.36% 62
2020
Q3 		$1.4M Buy
17,154
+2,334
+16% +$192K 0.35% 64
2020
Q2 		$1.18M Buy
14,820
+1,747
+13% +$143K 0.33% 69
2020
Q1 		$1.05M Buy
+13,073
New +$1.24M 0.34% 67

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KMG Fiduciary Partners's AEP Position: Q2 2025 in Review

KMG Fiduciary Partners sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 23,305 shares — an estimated $2.55M sold.

KMG Fiduciary Partners first reported a position in AEP in Q1 2020 and held it in 21 quarters. The position peaked at $2.55M in Q1 2025. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • KMG Fiduciary Partners reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 23,305 American Electric Power shares in Q2 2025, an estimated $2.55M.
  • KMG Fiduciary Partners first reported a position in American Electric Power in Q1 2020 and held it in 21 quarters.
  • KMG Fiduciary Partners's American Electric Power position peaked at $2.55M in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on KMG Fiduciary Partners's 13F filing for Q2 2025, filed 10 Jul 2025.