Ridgewood Investments’s American Electric Power AEP Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-454	Closed	-$47.1K	–	212
2025 Q2	$47.1K	Buy	454 +1	+0.2%	+$104	0.02%	342
2025 Q1	$49.5K	Hold	453	–	–	0.02%	316
2024 Q4	$41.8K	Sell	453 -46	-9%	-$4.45K	0.02%	336
2024 Q3	$51.2K	Sell	499 -78	-14%	-$7.61K	0.03%	309
2024 Q2	$50.6K	Buy	+577	New	+$50.5K	0.03%	317
2023 Q3	–	Sell	-514	Closed	-$43.3K	–	192
2023 Q2	$43.3K	Buy	514 +1	+0.2%	+$88	0.02%	347
2023 Q1	$46.7K	Buy	+513	New	+$46.9K	0.03%	352

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ridgewood Investments's AEP Position: Q3 2025 in Review

Ridgewood Investments sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 454 shares — an estimated $47.1K sold.

Ridgewood Investments first reported a position in AEP in Q1 2023 and held it in 7 quarters. The position peaked at $51.2K in Q3 2024. 1,717 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

Ridgewood Investments reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 454 American Electric Power shares in Q3 2025, an estimated $47.1K.
Ridgewood Investments first reported a position in American Electric Power in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's American Electric Power position peaked at $51.2K in Q3 2024.
1,717 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.