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Litman Gregory Wealth Management’s American Electric Power AEP Stock Holding History

Litman Gregory Wealth Management’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 		$963K Hold
8,350
– – 0.07% 81
2025
Q3 		$939K Buy
+8,350
New +$914K 0.07% 79
2020
Q4 		– Sell
-45
Closed -$4K – 192
2020
Q3 		$4K Buy
+45
New +$3.71K ﹤0.01% 181

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
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

Litman Gregory Wealth Management's AEP Position: Q4 2025 in Review

Litman Gregory Wealth Management held its American Electric Power (AEP) position steady in Q4 2025 at 8,350 shares worth $963K. The position accounts for 0.07% of the portfolio, ranked #81.

Litman Gregory Wealth Management first reported a position in AEP in Q3 2020 and has held it in 3 quarters since. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Litman Gregory Wealth Management held 8,350 shares of American Electric Power worth $963K as of Q4 2025.
  • Litman Gregory Wealth Management left its American Electric Power share count unchanged in Q4 2025.
  • American Electric Power made up 0.07% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #81 holding.
  • Litman Gregory Wealth Management first reported a position in American Electric Power in Q3 2020 and has held it in 3 quarters since.
  • 1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.