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Nicolet Advisory Services’s American Electric Power AEP Stock Holding History

Nicolet Advisory Services’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
Q4 		$390K Buy
3,348
+294
+10% +$34.7K 0.03% 273
2025
Q3 		$361K Buy
3,054
+77
+3% +$8.43K 0.03% 277
2025
Q2 		$338K Sell
2,977
-218
-7% -$22.7K 0.03% 282
2025
Q1 		$330K Buy
3,195
+394
+14% +$39.9K 0.03% 258
2024
Q4 		$262K Buy
2,801
+68
+2% +$6.58K 0.02% 319
2024
Q3 		$277K Sell
2,733
-503
-16% -$49.1K 0.03% 303
2024
Q2 		$286K Buy
3,236
+252
+8% +$22K 0.03% 286
2024
Q1 		$254K Buy
2,984
+160
+6% +$13K 0.03% 301
2023
Q4 		$237K Sell
2,824
-172
-6% -$13.4K 0.03% 285
2023
Q3 		$220K Buy
2,996
+142
+5% +$11.6K 0.02% 279
2023
Q2 		$244K Buy
2,854
+64
+2% +$5.65K 0.03% 269
2023
Q1 		$265K Sell
2,790
-149
-5% -$13.6K 0.03% 228
2022
Q4 		$287K Buy
2,939
+210
+8% +$19.1K 0.04% 185
2022
Q3 		$230K Buy
2,729
+2
+0.1% +$198 0.04% 166
2022
Q2 		$258K Buy
+2,727
New +$270K 0.04% 147
2020
Q1 		– Sell
-2,171
Closed -$205K – 198
2019
Q4 		$205K Buy
+2,171
New +$201K 0.03% 164

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nicolet Advisory Services's AEP Position: Q4 2025 in Review

Nicolet Advisory Services increased its American Electric Power (AEP) stake by 9.6% in Q4 2025, buying an estimated $34.7K and bringing the position to 3,348 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #273.

Nicolet Advisory Services first reported a position in AEP in Q4 2019 and has held it in 16 quarters since. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Nicolet Advisory Services held 3,348 shares of American Electric Power worth $390K as of Q4 2025.
  • Nicolet Advisory Services bought 294 American Electric Power shares in Q4 2025, an estimated $34.7K.
  • American Electric Power made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #273 holding.
  • Nicolet Advisory Services first reported a position in American Electric Power in Q4 2019 and has held it in 16 quarters since.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.