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Orion Portfolio Solutions’s American Electric Power AEP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$5.39M Buy
49,285
+2,312
+5% +$234K 0.05% 331
2024
Q4 		$4.33M Buy
46,973
+2,129
+5% +$206K 0.04% 372
2024
Q3 		$4.6M Sell
44,844
-2,670
-6% -$261K 0.05% 354
2024
Q2 		$4.17M Sell
47,514
-22
-0% -$1.93K 0.04% 361
2024
Q1 		$4.09M Sell
47,536
-3,074
-6% -$250K 0.04% 376
2023
Q4 		$4.28M Sell
50,610
-2,284
-4% -$177K 0.05% 340
2023
Q3 		$3.98M Sell
52,894
-1,914
-3% -$156K 0.05% 353
2023
Q2 		$4.61M Buy
54,808
+17,837
+48% +$1.58M 0.05% 349
2023
Q1 		$3.36M Buy
36,971
+24,933
+207% +$2.28M 0.04% 384
2022
Q4 		$1.14M Buy
12,038
+3,324
+38% +$303K 0.04% 274
2022
Q3 		$753K Buy
8,714
+5,389
+162% +$533K 0.03% 319
2022
Q2 		$319K Sell
3,325
-1,286
-28% -$127K 0.01% 528
2022
Q1 		$460K Buy
4,611
+846
+22% +$77.3K 0.02% 453
2021
Q4 		$335K Buy
3,765
+453
+14% +$38.2K 0.01% 545
2021
Q3 		$269K Buy
3,312
+584
+21% +$51K 0.01% 555
2021
Q2 		$231K Sell
2,728
-64
-2% -$5.51K 0.01% 553
2021
Q1 		$236K Buy
+2,792
New +$225K 0.01% 486
2020
Q3 		– Sell
-2,287
Closed -$182K – 464
2020
Q2 		$182K Buy
2,287
+1,179
+106% +$96.2K 0.01% 427
2020
Q1 		$89K Buy
1,108
+496
+81% +$46.9K 0.01% 464
2019
Q4 		$58K Buy
+612
New +$56.5K ﹤0.01% 524

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's AEP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its American Electric Power (AEP) stake by 4.9% in Q1 2025, buying an estimated $234K and bringing the position to 49,285 shares worth $5.39M. The position accounts for 0.05% of the portfolio, ranked #331.

Orion Portfolio Solutions first reported a position in AEP in Q4 2019 and has held it in 20 quarters since. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Orion Portfolio Solutions held 49,285 shares of American Electric Power worth $5.39M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,312 American Electric Power shares in Q1 2025, an estimated $234K.
  • American Electric Power made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #331 holding.
  • Orion Portfolio Solutions first reported a position in American Electric Power in Q4 2019 and has held it in 20 quarters since.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.