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SageView Advisory Group’s American Electric Power AEP Stock Holding History

SageView Advisory Group’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 		$693K Sell
6,007
-219
-4% -$25.9K 0.02% 305
2025
Q3 		$701K Buy
6,226
+341
+6% +$37.3K 0.02% 319
2025
Q2 		$635K Buy
5,885
+136
+2% +$14.1K 0.02% 324
2025
Q1 		$628K Sell
5,749
-470
-8% -$47.6K 0.03% 298
2024
Q4 		$574K Sell
6,219
-455
-7% -$44K 0.02% 317
2024
Q3 		$685K Sell
6,674
-851
-11% -$83.1K 0.03% 251
2024
Q2 		$660K Sell
7,525
-3,426
-31% -$300K 0.03% 290
2024
Q1 		$943K Sell
10,951
-2,445
-18% -$199K 0.05% 208
2023
Q4 		$1.05M Sell
13,396
-1,131
-8% -$87.8K 0.05% 242
2023
Q3 		$1.09M Sell
14,527
-3,022
-17% -$246K 0.06% 199
2023
Q2 		$1.48M Buy
17,549
+713
+4% +$63K 0.08% 161
2023
Q1 		$1.53M Buy
16,836
+13,765
+448% +$1.26M 0.1% 138
2022
Q4 		$292K Buy
+3,071
New +$280K 0.02% 328

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

SageView Advisory Group's AEP Position: Q4 2025 in Review

SageView Advisory Group reduced its American Electric Power (AEP) stake by 3.5% in Q4 2025, selling an estimated $25.9K and leaving 6,007 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #305.

SageView Advisory Group first reported a position in AEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2023. 1,855 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • SageView Advisory Group held 6,007 shares of American Electric Power worth $693K as of Q4 2025.
  • SageView Advisory Group sold 219 American Electric Power shares in Q4 2025, an estimated $25.9K.
  • American Electric Power made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #305 holding.
  • SageView Advisory Group first reported a position in American Electric Power in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's American Electric Power position peaked at $1.53M in Q1 2023.
  • 1,855 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.