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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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