Longfellow Investment Management’s American Electric Power AEP Stock Holding History

Longfellow Investment 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 Q1	–	Sell	-7,972	Closed	-$735K	–	277
2024 Q4	$735K	Sell	7,972 -511	-6%	-$49.5K	0.19%	70
2024 Q3	$870K	Buy	8,483 +51	+0.6%	+$4.98K	0.22%	67
2024 Q2	$740K	Buy	8,432 +58	+0.7%	+$5.07K	0.19%	71
2024 Q1	$721K	Buy	8,374 +36	+0.4%	+$2.93K	0.16%	71
2023 Q4	$677K	Buy	8,338 +912	+12%	+$70.8K	0.17%	70
2023 Q3	$559K	Buy	+7,426	New	+$604K	0.15%	78
2022 Q1	–	Sell	-5,480	Closed	-$488K	–	399
2021 Q4	$488K	Hold	5,480	–	–	0.08%	156
2021 Q3	$445K	Hold	5,480	–	–	0.07%	167
2021 Q2	$464K	Sell	5,480 -3,507	-39%	-$302K	0.07%	175
2021 Q1	$762K	Sell	8,987 -1,337	-13%	-$108K	0.09%	204
2020 Q4	$860K	Buy	+10,324	New	+$896K	0.1%	163

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Longfellow Investment Management's AEP Position: Q1 2025 in Review

Longfellow Investment Management sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 7,972 shares — an estimated $735K sold.

Longfellow Investment Management first reported a position in AEP in Q4 2020 and held it in 11 quarters. The position peaked at $870K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

Longfellow Investment Management reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 7,972 American Electric Power shares in Q1 2025, an estimated $735K.
Longfellow Investment Management first reported a position in American Electric Power in Q4 2020 and held it in 11 quarters.
Longfellow Investment Management's American Electric Power position peaked at $870K in Q3 2024.
1,670 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.