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Lindbrook Capital’s American Electric Power AEP Stock Holding History

Lindbrook Capital’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 		$477K Buy
4,369
+648
+17% +$65.6K 0.04% 229
2024
Q4 		$343K Buy
3,721
+475
+15% +$46K 0.03% 286
2024
Q3 		$333K Buy
3,246
+10
+0.3% +$976 0.03% 289
2024
Q2 		$284K Buy
3,236
+714
+28% +$62.5K 0.03% 295
2024
Q1 		$217K Sell
2,522
-724
-22% -$58.9K 0.02% 347
2023
Q4 		$264K Buy
3,246
+284
+10% +$22K 0.03% 297
2023
Q3 		$223K Buy
2,962
+864
+41% +$70.3K 0.02% 293
2023
Q2 		$177K Buy
2,098
+219
+12% +$19.3K 0.02% 359
2023
Q1 		$171K Sell
1,879
-1,888
-50% -$173K 0.02% 350
2022
Q4 		$358K Buy
3,767
+1,755
+87% +$160K 0.04% 219
2022
Q3 		$174K Buy
2,012
+102
+5% +$10.1K 0.03% 293
2022
Q2 		$183K Sell
1,910
-1,609
-46% -$159K 0.03% 302
2022
Q1 		$351K Buy
3,519
+1,370
+64% +$125K 0.05% 203
2021
Q4 		$191K Buy
2,149
+688
+47% +$58K 0.03% 318
2021
Q3 		$119K Hold
1,461
– – 0.03% 238
2021
Q2 		$124K Buy
1,461
+1,017
+229% +$87.6K 0.03% 247
2021
Q1 		$38K Buy
444
+31
+8% +$2.5K 0.01% 534
2020
Q4 		$34K Hold
413
– – 0.01% 516
2020
Q3 		$34K Sell
413
-162
-28% -$13.3K 0.01% 446
2020
Q2 		$46K Sell
575
-9
-2% -$735 0.01% 369
2020
Q1 		$47K Sell
584
-76
-12% -$7.19K 0.02% 333
2019
Q4 		$62K Buy
660
+30
+5% +$2.77K 0.02% 373
2019
Q3 		$59K Sell
630
-195
-24% -$17.7K 0.02% 361
2019
Q2 		$72K Buy
825
+109
+15% +$9.39K 0.03% 304
2019
Q1 		$59K Sell
716
-150
-17% -$11.9K 0.02% 351
2018
Q4 		$64K Buy
+866
New +$65K 0.03% 272

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 $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

Lindbrook Capital's AEP Position: Q1 2025 in Review

Lindbrook Capital increased its American Electric Power (AEP) stake by 17% in Q1 2025, buying an estimated $65.6K and bringing the position to 4,369 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #229.

Lindbrook Capital first reported a position in AEP in Q4 2018 and has held it in 26 quarters since. 1,669 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Lindbrook Capital held 4,369 shares of American Electric Power worth $477K as of Q1 2025.
  • Lindbrook Capital bought 648 American Electric Power shares in Q1 2025, an estimated $65.6K.
  • American Electric Power made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #229 holding.
  • Lindbrook Capital first reported a position in American Electric Power in Q4 2018 and has held it in 26 quarters since.
  • 1,669 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.