Nikulski Financial’s American Electric Power AEP Stock Holding History

Nikulski Financial’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	-1,925	Closed	-$210K	–	145
2025 Q1	$210K	Buy	+1,925	New	+$195K	0.06%	134
2023 Q3	–	Sell	-2,460	Closed	-$207K	–	126
2023 Q2	$207K	Hold	2,460	–	–	0.09%	122
2023 Q1	$224K	Hold	2,460	–	–	0.1%	120
2022 Q4	$234K	Hold	2,460	–	–	0.11%	111
2022 Q3	$213K	Hold	2,460	–	–	0.11%	119
2022 Q2	$236K	Hold	2,460	–	–	0.12%	113
2022 Q1	$245K	Buy	+2,460	New	+$225K	0.1%	114
2020 Q1	–	Sell	-2,285	Closed	-$235K	–	97
2019 Q4	$235K	Hold	2,285	–	–	0.17%	84
2019 Q3	$211K	Buy	+2,285	New	+$208K	0.18%	84

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Nikulski Financial's AEP Position: Q2 2025 in Review

Nikulski Financial sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 1,925 shares — an estimated $210K sold.

Nikulski Financial first reported a position in AEP in Q3 2019 and held it in 9 quarters. The position peaked at $245K in Q1 2022. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

Nikulski Financial reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
Nikulski Financial sold 1,925 American Electric Power shares in Q2 2025, an estimated $210K.
Nikulski Financial first reported a position in American Electric Power in Q3 2019 and held it in 9 quarters.
Nikulski Financial's American Electric Power position peaked at $245K in Q1 2022.
1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Nikulski Financial's 13F filing for Q2 2025, filed 15 Aug 2025.