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My Legacy Advisors’s American Electric Power AEP Stock Holding History

My Legacy 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 		$1.22M Buy
11,461
+353
+3% +$36.7K 0.43% 60
2025
Q1 		$1.21M Sell
11,108
-287
-3% -$29.1K 0.47% 56
2024
Q4 		$1.08M Sell
11,395
-115
-1% -$11.1K 0.42% 63
2024
Q3 		$1.18M Sell
11,510
-2,579
-18% -$252K 0.47% 55
2024
Q2 		$1.24M Buy
14,089
+209
+2% +$18.3K 0.4% 63
2024
Q1 		$1.2M Buy
13,880
+15
+0.1% +$1.22K 0.4% 64
2023
Q4 		$1.11M Sell
13,865
-1,963
-12% -$152K 0.4% 71
2023
Q3 		$1.18M Buy
15,828
+1,276
+9% +$104K 0.48% 61
2023
Q2 		$1.27M Sell
14,552
-90
-0.6% -$7.95K 0.5% 51
2023
Q1 		$1.38M Buy
14,642
+718
+5% +$65.7K 0.59% 49
2022
Q4 		$1.28M Buy
13,924
+1,845
+15% +$168K 0.55% 49
2022
Q3 		$1.01M Buy
12,079
+810
+7% +$80.1K 0.51% 56
2022
Q2 		$1.07M Buy
11,269
+1,310
+13% +$130K 0.54% 48
2022
Q1 		$994K Buy
+9,959
New +$910K 0.46% 64

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

My Legacy Advisors's AEP Position: Q2 2025 in Review

My Legacy Advisors increased its American Electric Power (AEP) stake by 3.2% in Q2 2025, buying an estimated $36.7K and bringing the position to 11,461 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #60.

My Legacy Advisors first reported a position in AEP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2023. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • My Legacy Advisors held 11,461 shares of American Electric Power worth $1.22M as of Q2 2025.
  • My Legacy Advisors bought 353 American Electric Power shares in Q2 2025, an estimated $36.7K.
  • American Electric Power made up 0.43% of My Legacy Advisors's portfolio in Q2 2025, its #60 holding.
  • My Legacy Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's American Electric Power position peaked at $1.38M in Q1 2023.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.