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Lord & Richards Wealth Management’s American Electric Power AEP Stock Holding History

Lord & Richards 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
Q2 		– Sell
-909
Closed -$99.3K – 54
2025
Q1 		$99.3K Buy
+909
New +$92.1K 0.11% 77

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lord & Richards Wealth Management's AEP Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 909 shares — an estimated $99.3K sold.

Lord & Richards Wealth Management first reported a position in AEP in Q1 2025 and held it in 1 quarter. The position peaked at $99.3K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 909 American Electric Power shares in Q2 2025, an estimated $99.3K.
  • Lord & Richards Wealth Management first reported a position in American Electric Power in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's American Electric Power position peaked at $99.3K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.