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Marcum Wealth’s American Electric Power AEP Stock Holding History

Marcum Wealth’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 		$379K Buy
3,468
+101
+3% +$10.2K 0.03% 236
2024
Q4 		$311K Sell
3,367
-50
-1% -$4.84K 0.03% 277
2024
Q3 		$351K Sell
3,417
-508
-13% -$49.6K 0.03% 248
2024
Q2 		$344K Buy
3,925
+131
+3% +$11.5K 0.03% 247
2024
Q1 		$327K Buy
3,794
+528
+16% +$42.9K 0.03% 254
2023
Q4 		$265K Sell
3,266
-359
-10% -$27.9K 0.03% 279
2023
Q3 		$273K Sell
3,625
-50
-1% -$4.07K 0.03% 259
2023
Q2 		$309K Buy
3,675
+273
+8% +$24.1K 0.04% 242
2023
Q1 		$310K Buy
3,402
+464
+16% +$42.4K 0.04% 238
2022
Q4 		$279K Buy
2,938
+189
+7% +$17.2K 0.04% 256
2022
Q3 		$238K Sell
2,749
-164
-6% -$16.2K 0.04% 270
2022
Q2 		$279K Sell
2,913
-683
-19% -$67.7K 0.04% 247
2022
Q1 		$359K Buy
3,596
+258
+8% +$23.6K 0.05% 217
2021
Q4 		$297K Buy
3,338
+130
+4% +$11K 0.04% 257
2021
Q3 		$260K Buy
3,208
+815
+34% +$71.1K 0.04% 262
2021
Q2 		$202K Sell
2,393
-694
-22% -$59.8K 0.03% 282
2021
Q1 		$261K Buy
+3,087
New +$249K 0.04% 242

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's AEP Position: Q1 2025 in Review

Marcum Wealth increased its American Electric Power (AEP) stake by 3% in Q1 2025, buying an estimated $10.2K and bringing the position to 3,468 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #236.

Marcum Wealth first reported a position in AEP in Q1 2021 and has held it in 17 quarters since. 1,669 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Marcum Wealth held 3,468 shares of American Electric Power worth $379K as of Q1 2025.
  • Marcum Wealth bought 101 American Electric Power shares in Q1 2025, an estimated $10.2K.
  • American Electric Power made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #236 holding.
  • Marcum Wealth first reported a position in American Electric Power in Q1 2021 and has held it in 17 quarters since.
  • 1,669 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.