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Magnus Financial Group’s American Electric Power AEP Stock Holding History

Magnus Financial 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
Q2 		– Sell
-2,222
Closed -$243K – 383
2025
Q1 		$243K Buy
2,222
+13
+0.6% +$1.32K 0.02% 313
2024
Q4 		$204K Buy
2,209
+14
+0.6% +$1.35K 0.02% 348
2024
Q3 		$225K Buy
+2,195
New +$214K 0.02% 306
2024
Q1 		– Sell
-4,053
Closed -$329K – 315
2023
Q4 		$329K Buy
4,053
+121
+3% +$9.39K 0.04% 212
2023
Q3 		$296K Sell
3,932
-2
-0.1% -$163 0.04% 211
2023
Q2 		$331K Sell
3,934
-13
-0.3% -$1.15K 0.05% 203
2023
Q1 		$359K Buy
3,947
+76
+2% +$6.95K 0.05% 205
2022
Q4 		$368K Sell
3,871
-11
-0.3% -$1K 0.06% 186
2022
Q3 		$336K Sell
3,882
-92
-2% -$9.1K 0.06% 185
2022
Q2 		$381K Buy
3,974
+1,163
+41% +$115K 0.07% 177
2022
Q1 		$280K Buy
2,811
+51
+2% +$4.66K 0.05% 230
2021
Q4 		$246K Sell
2,760
-997
-27% -$84.1K 0.05% 216
2021
Q3 		$305K Buy
3,757
+3
+0.1% +$262 0.06% 184
2021
Q2 		$318K Buy
3,754
+3
+0.1% +$258 0.07% 177
2021
Q1 		$318K Buy
3,751
+765
+26% +$61.7K 0.08% 169
2020
Q4 		$249K Buy
2,986
+510
+21% +$44.3K 0.02% 246
2020
Q3 		$202K Sell
2,476
-678
-21% -$55.8K 0.02% 269
2020
Q2 		$251K Buy
3,154
+97
+3% +$7.92K 0.03% 452
2020
Q1 		$245K Buy
3,057
+8
+0.3% +$756 0.03% 368
2019
Q4 		$288K Sell
3,049
-6
-0.2% -$554 0.04% 318
2019
Q3 		$286K Buy
3,055
+41
+1% +$3.72K 0.05% 273
2019
Q2 		$265K Buy
3,014
+3
+0.1% +$259 0.05% 315
2019
Q1 		$252K Buy
3,011
+102
+4% +$8.11K 0.05% 322
2018
Q4 		$217K Buy
+2,909
New +$218K 0.06% 322

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 $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Magnus Financial Group's AEP Position: Q2 2025 in Review

Magnus Financial Group sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,222 shares — an estimated $243K sold.

Magnus Financial Group first reported a position in AEP in Q4 2018 and held it in 24 quarters. The position peaked at $381K in Q2 2022. 1,637 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Magnus Financial Group reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Magnus Financial Group sold 2,222 American Electric Power shares in Q2 2025, an estimated $243K.
  • Magnus Financial Group first reported a position in American Electric Power in Q4 2018 and held it in 24 quarters.
  • Magnus Financial Group's American Electric Power position peaked at $381K in Q2 2022.
  • 1,637 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Magnus Financial Group's 13F filing for Q2 2025, filed 16 Jul 2025.