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Phillips Wealth Planners’s American Electric Power AEP Stock Holding History

Phillips Wealth Planners’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
Q4 		– Sell
-1,829
Closed -$212K – 189
2025
Q3 		$212K Buy
+1,829
New +$200K 0.18% 190
2025
Q2 		– Sell
-1,921
Closed -$201K – 189
2025
Q1 		$201K Buy
+1,921
New +$195K 0.21% 171
2024
Q3 		– Sell
-2,300
Closed -$203K – 195
2024
Q2 		$203K Buy
+2,300
New +$201K 0.21% 175

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Phillips Wealth Planners's AEP Position: Q4 2025 in Review

Phillips Wealth Planners sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 1,829 shares — an estimated $212K sold.

Phillips Wealth Planners first reported a position in AEP in Q2 2024 and held it in 3 quarters. The position peaked at $212K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Phillips Wealth Planners reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,829 American Electric Power shares in Q4 2025, an estimated $212K.
  • Phillips Wealth Planners first reported a position in American Electric Power in Q2 2024 and held it in 3 quarters.
  • Phillips Wealth Planners's American Electric Power position peaked at $212K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.