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NewSquare Capital’s American Electric Power AEP Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-283
Closed -$29.4K – 209
2025
Q2 		$29.4K Buy
283
+60
+27% +$6.24K ﹤0.01% 396
2025
Q1 		$24.4K Buy
223
+113
+103% +$11.4K ﹤0.01% 322
2024
Q4 		$10.1K Buy
110
+17
+18% +$1.65K ﹤0.01% 268
2024
Q3 		$9.54K Hold
93
– – ﹤0.01% 221
2024
Q2 		$8.16K Hold
93
– – ﹤0.01% 241
2024
Q1 		$8.01K Hold
93
– – ﹤0.01% 266
2023
Q4 		$7.55K Hold
93
– – ﹤0.01% 292
2023
Q3 		$7K Hold
93
– – ﹤0.01% 340
2023
Q2 		$7.83K Hold
93
– – ﹤0.01% 365
2023
Q1 		$8.46K Hold
93
– – ﹤0.01% 369
2022
Q4 		$8.83K Sell
93
-37,697
-100% -$3.43M ﹤0.01% 304
2022
Q3 		$3.27M Sell
37,790
-1,730
-4% -$171K 0.41% 76
2022
Q2 		$3.79M Buy
39,520
+39,142
+10,355% +$3.88M 0.49% 73
2022
Q1 		$38K Sell
378
-93
-20% -$8.5K ﹤0.01% 210
2021
Q4 		$42K Hold
471
– – ﹤0.01% 208
2021
Q3 		$38K Hold
471
– – ﹤0.01% 208
2021
Q2 		$40K Hold
471
– – ﹤0.01% 203
2021
Q1 		$40K Hold
471
– – 0.01% 181
2020
Q4 		$39K Buy
471
+93
+25% +$8.07K 0.01% 182
2020
Q3 		$31K Hold
378
– – 0.01% 181
2020
Q2 		$30K Hold
378
– – 0.01% 182
2020
Q1 		$30K Sell
378
-100
-21% -$9.46K 0.01% 193
2019
Q4 		$45K Hold
478
– – 0.01% 171
2019
Q3 		$45K Hold
478
– – 0.01% 147
2019
Q2 		$42K Hold
478
– – 0.01% 176
2019
Q1 		$40K Hold
478
– – 0.01% 175
2018
Q4 		$36K Hold
478
– – 0.01% 170
2018
Q3 		$34K Hold
478
– – 0.01% 185
2018
Q2 		$34K Hold
478
– – 0.01% 187
2018
Q1 		$33K Hold
478
– – 0.01% 178
2017
Q4 		$35K Buy
+478
New +$35.7K 0.01% 172

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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

NewSquare Capital's AEP Position: Q3 2025 in Review

NewSquare Capital sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 283 shares — an estimated $29.4K sold.

NewSquare Capital first reported a position in AEP in Q4 2017 and held it in 31 quarters. The position peaked at $3.79M in Q2 2022. 1,717 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • NewSquare Capital reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 283 American Electric Power shares in Q3 2025, an estimated $29.4K.
  • NewSquare Capital first reported a position in American Electric Power in Q4 2017 and held it in 31 quarters.
  • NewSquare Capital's American Electric Power position peaked at $3.79M in Q2 2022.
  • 1,717 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.