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Oak Hill Wealth Advisors’s American Electric Power AEP Stock Holding History

Oak Hill Wealth 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
2024
Q4 		– Sell
-2,870
Closed -$294K – 139
2024
Q3 		$294K Buy
+2,870
New +$280K 0.07% 97
2024
Q2 		– Sell
-2,870
Closed -$247K – 120
2024
Q1 		$247K Buy
+2,870
New +$233K 0.08% 98

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

Oak Hill Wealth Advisors's AEP Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its American Electric Power (AEP) stake by 8.9% in Q3 2025, selling an estimated $40.9K and leaving 3,850 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #103.

Oak Hill Wealth Advisors first reported a position in AEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $439K in Q2 2025. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Oak Hill Wealth Advisors held 3,850 shares of American Electric Power worth $433K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 374 American Electric Power shares in Q3 2025, an estimated $40.9K.
  • American Electric Power made up 0.08% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #103 holding.
  • Oak Hill Wealth Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's American Electric Power position peaked at $439K in Q2 2025.
  • 1,714 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.