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Oliver Lagore Vanvalin Investment Group’s American Electric Power AEP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$9.52K Buy
+87
New +$9.05K ﹤0.01% 427
2024
Q4 		$7.97K Hold
86
– – ﹤0.01% 475
2024
Q3 		$8.78K Buy
86
+1
+1% +$98 ﹤0.01% 444
2024
Q2 		$7.44K Sell
85
-11
-11% -$962 ﹤0.01% 451
2024
Q1 		$8.27K Buy
96
+31
+48% +$2.52K ﹤0.01% 438
2023
Q4 		$5.29K Hold
65
– – ﹤0.01% 514
2023
Q3 		$4.86K Buy
65
+1
+2% +$81 ﹤0.01% 559
2023
Q2 		$5.39K Buy
64
+1
+2% +$88 ﹤0.01% 557
2023
Q1 		$5.78K Hold
63
– – ﹤0.01% 466
2022
Q4 		$5.98K Hold
63
– – ﹤0.01% 439
2022
Q3 		$5K Buy
63
+1
+2% +$99 ﹤0.01% 417
2022
Q2 		$6K Buy
62
+50
+417% +$4.96K ﹤0.01% 384
2022
Q1 		$1K Buy
+12
New +$1.1K ﹤0.01% 521

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

Oliver Lagore Vanvalin Investment Group's AEP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in American Electric Power (AEP) in Q2 2025: 87 shares worth $9.52K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AEP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AEP in Q1 2022 and has held it in 13 quarters since. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 87 shares of American Electric Power worth $9.52K as of Q2 2025.
  • American Electric Power was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • American Electric Power made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #427 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in American Electric Power in Q1 2022 and has held it in 13 quarters since.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.