Oak Family Advisors’s American Electric Power AEP Stock Holding History

Oak Family 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
2026 Q1	–	Sell	-1,850	Closed	-$213K	–	117
2025 Q4	$213K	Sell	1,850 -150	-8%	-$17.7K	0.06%	98
2025 Q3	$225K	Hold	2,000	–	–	0.06%	97
2025 Q2	$208K	Hold	2,000	–	–	0.07%	92
2025 Q1	$219K	Buy	+2,000	New	+$203K	0.07%	85
2024 Q4	–	Sell	-2,000	Closed	-$205K	–	123
2024 Q3	$205K	Buy	+2,000	New	+$195K	0.06%	121
2023 Q1	–	Sell	-2,126	Closed	-$202K	–	112
2022 Q4	$202K	Buy	+2,126	New	+$194K	0.11%	104
2022 Q3	–	Sell	-2,126	Closed	-$204K	–	119
2022 Q2	$204K	Hold	2,126	–	–	0.1%	121
2022 Q1	$212K	Buy	+2,126	New	+$194K	0.08%	131

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return