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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
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