RA
AEP icon

Rise Advisors’s American Electric Power AEP Stock Holding History

Rise Advisors’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
-432
Closed -$48.6K – 127
2025
Q3 		$48.6K Buy
432
+8
+2% +$875 0.02% 256
2025
Q2 		$44K Buy
424
+3
+0.7% +$312 0.02% 265
2025
Q1 		$46K Buy
421
+78
+23% +$7.9K 0.02% 240
2024
Q4 		$31.6K Buy
343
+4
+1% +$387 0.02% 373
2024
Q3 		$34.8K Buy
339
+3
+0.9% +$293 0.02% 343
2024
Q2 		$29.5K Buy
336
+18
+6% +$1.57K 0.02% 386
2024
Q1 		$27.4K Buy
+318
New +$25.9K 0.01% 427
2023
Q3 		– Sell
-90
Closed -$7.57K – 674
2023
Q2 		$7.57K Buy
90
+12
+15% +$1.06K 0.01% 378
2023
Q1 		$7.1K Buy
78
+68
+680% +$6.22K 0.01% 409
2022
Q4 		$989 Hold
10
– – ﹤0.01% 652
2022
Q3 		$1K Hold
10
– – ﹤0.01% 590
2022
Q2 		$1K Hold
10
– – ﹤0.01% 601
2022
Q1 		$1K Hold
10
– – ﹤0.01% 577
2021
Q4 		$898 Buy
+10
New +$844 ﹤0.01% 602

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Rise Advisors's AEP Position: Q4 2025 in Review

Rise Advisors sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 432 shares — an estimated $48.6K sold.

Rise Advisors first reported a position in AEP in Q4 2021 and held it in 14 quarters. The position peaked at $48.6K in Q3 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Rise Advisors reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 432 American Electric Power shares in Q4 2025, an estimated $48.6K.
  • Rise Advisors first reported a position in American Electric Power in Q4 2021 and held it in 14 quarters.
  • Rise Advisors's American Electric Power position peaked at $48.6K in Q3 2025.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.