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Orrstown Financial Services’s American Electric Power AEP Stock Holding History

Orrstown Financial Services’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 		– Sell
-2,857
Closed -$264K – 130
2024
Q4 		$264K Sell
2,857
-170
-6% -$16.5K 0.07% 123
2024
Q3 		$311K Buy
+3,027
New +$295K 0.09% 113
2022
Q1 		$394K Sell
3,948
-1,464
-27% -$134K 0.74% 59
2021
Q4 		$489K Sell
5,412
-410
-7% -$34.6K 0.75% 58
2021
Q3 		$473K Sell
5,822
-796
-12% -$69.5K 0.75% 59
2021
Q2 		$565K Sell
6,618
-1,246
-16% -$107K 0.82% 60
2021
Q1 		$673K Buy
7,864
+521
+7% +$42K 0.95% 54
2020
Q4 		$611K Sell
7,343
-184
-2% -$16K 0.9% 53
2020
Q3 		$625K Sell
7,527
-28
-0.4% -$2.31K 0.98% 48
2020
Q2 		$602K Buy
7,555
+57
+0.8% +$4.65K 0.99% 54
2020
Q1 		$599K Buy
7,498
+205
+3% +$19.4K 0.86% 48
2019
Q4 		$705K Sell
7,293
-341
-4% -$31.5K 1.01% 51
2019
Q3 		$696K Buy
7,634
+51
+0.7% +$4.63K 0.93% 52
2019
Q2 		$667K Buy
7,583
+634
+9% +$54.6K 0.91% 54
2019
Q1 		$582K Buy
6,949
+6,579
+1,778% +$523K 0.82% 58
2018
Q4 		$28K Buy
+370
New +$27.8K 0.04% 134

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Orrstown Financial Services's AEP Position: Q1 2025 in Review

Orrstown Financial Services sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 2,857 shares — an estimated $264K sold.

Orrstown Financial Services first reported a position in AEP in Q4 2018 and held it in 16 quarters. The position peaked at $705K in Q4 2019. 1,670 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Orrstown Financial Services reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • Orrstown Financial Services sold 2,857 American Electric Power shares in Q1 2025, an estimated $264K.
  • Orrstown Financial Services first reported a position in American Electric Power in Q4 2018 and held it in 16 quarters.
  • Orrstown Financial Services's American Electric Power position peaked at $705K in Q4 2019.
  • 1,670 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Orrstown Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.