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Planned Solutions’s American Electric Power AEP Stock Holding History

Planned 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
Q4 		– Sell
-1,814
Closed -$204K – 140
2025
Q3 		$204K Sell
1,814
-125
-6% -$13.7K 0.07% 135
2025
Q2 		$201K Sell
1,939
-48
-2% -$4.99K 0.08% 120
2025
Q1 		$217K Buy
+1,987
New +$201K 0.09% 108
2024
Q4 		– Sell
-2,186
Closed -$224K – 124
2024
Q3 		$224K Sell
2,186
-232
-10% -$22.6K 0.09% 103
2024
Q2 		$212K Sell
2,418
-870
-26% -$76.1K 0.1% 92
2024
Q1 		$283K Buy
3,288
+1,412
+75% +$115K 0.14% 68
2023
Q4 		$152K Buy
+1,876
New +$146K 0.07% 120
2021
Q1 		– Sell
-870
Closed -$72K – 68
2020
Q4 		$72K Hold
870
– – 0.06% 145
2020
Q3 		$71K Buy
+870
New +$71.7K 0.07% 111

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
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

Planned Solutions's AEP Position: Q4 2025 in Review

Planned Solutions sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 1,814 shares — an estimated $204K sold.

Planned Solutions first reported a position in AEP in Q3 2020 and held it in 9 quarters. The position peaked at $283K in Q1 2024. 1,858 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Planned Solutions reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Planned Solutions sold 1,814 American Electric Power shares in Q4 2025, an estimated $204K.
  • Planned Solutions first reported a position in American Electric Power in Q3 2020 and held it in 9 quarters.
  • Planned Solutions's American Electric Power position peaked at $283K in Q1 2024.
  • 1,858 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Planned Solutions's 13F filing for Q4 2025, filed 28 Jan 2026.