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McClarren Financial Advisors’s American Electric Power AEP Stock Holding History

McClarren Financial Advisors’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
-181
Closed -$19K – 82
2025
Q1 		$19K Buy
+181
New +$18.3K 0.01% 188
2024
Q4 		– Sell
-178
Closed -$18K – 200
2024
Q3 		$18K Buy
178
+91
+105% +$8.88K ﹤0.01% 169
2024
Q2 		$15K Sell
87
-89
-51% -$7.79K 0.01% 230
2024
Q1 		$16K Buy
176
+3
+2% +$244 0.01% 221
2023
Q4 		$14K Buy
173
+2
+1% +$155 0.01% 250
2023
Q3 		$12K Hold
171
– – 0.01% 246
2023
Q2 		$14K Buy
171
+2
+1% +$177 0.01% 242
2023
Q1 		$15K Buy
169
+1
+0.6% +$91 0.01% 227
2022
Q4 		$15K Buy
168
+2
+1% +$182 0.01% 231
2022
Q3 		$14K Buy
+166
New +$16.4K 0.01% 219
2022
Q2 		– Sell
-164
Closed -$16K – 40
2022
Q1 		$16K Buy
164
+1
+0.6% +$91 0.01% 184
2021
Q4 		$15K Buy
163
+2
+1% +$169 0.01% 215
2021
Q3 		$13K Buy
161
+1
+0.6% +$87 0.01% 198
2021
Q2 		$13K Buy
160
+1
+0.6% +$86 0.01% 211
2021
Q1 		$13K Buy
159
+2
+1% +$161 0.01% 181
2020
Q4 		$13K Buy
+157
New +$13.6K 0.01% 155

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

McClarren Financial Advisors's AEP Position: Q2 2025 in Review

McClarren Financial Advisors sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 181 shares — an estimated $19K sold.

McClarren Financial Advisors first reported a position in AEP in Q4 2020 and held it in 16 quarters. The position peaked at $19K in Q1 2025. 1,637 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • McClarren Financial Advisors reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 181 American Electric Power shares in Q2 2025, an estimated $19K.
  • McClarren Financial Advisors first reported a position in American Electric Power in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's American Electric Power position peaked at $19K in Q1 2025.
  • 1,637 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.