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Lokken Investment Group’s American Electric Power AEP Stock Holding History

Lokken Investment Group’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 		$239K Buy
2,124
+1
+0% +$109 0.08% 131
2025
Q2 		$220K Buy
2,123
+14
+0.7% +$1.46K 0.08% 126
2025
Q1 		$230K Buy
+2,109
New +$214K 0.1% 119
2024
Q4 		– Sell
-2,045
Closed -$210K – 141
2024
Q3 		$210K Buy
+2,045
New +$200K 0.09% 146

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

Lokken Investment Group's AEP Position: Q3 2025 in Review

Lokken Investment Group increased its American Electric Power (AEP) stake by 0.05% in Q3 2025, buying an estimated $109 and bringing the position to 2,124 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #131.

Lokken Investment Group first reported a position in AEP in Q3 2024 and has held it in 4 quarters since. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Lokken Investment Group held 2,124 shares of American Electric Power worth $239K as of Q3 2025.
  • Lokken Investment Group bought 1 American Electric Power share in Q3 2025, an estimated $109.
  • American Electric Power made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #131 holding.
  • Lokken Investment Group first reported a position in American Electric Power in Q3 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 Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.