SIM
AEP icon

Sandia Investment Management’s American Electric Power AEP Stock Holding History

Sandia Investment Management’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
Q2 		– Sell
-5,000
Closed -$546K – 105
2025
Q1 		$546K Buy
+5,000
New +$506K 1.59% 17

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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sandia Investment Management's AEP Position: Q2 2025 in Review

Sandia Investment Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 5,000 shares — an estimated $546K sold.

Sandia Investment Management first reported a position in AEP in Q1 2025 and held it in 1 quarter. The position peaked at $546K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Sandia Investment Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Sandia Investment Management sold 5,000 American Electric Power shares in Q2 2025, an estimated $546K.
  • Sandia Investment Management first reported a position in American Electric Power in Q1 2025 and held it in 1 quarter.
  • Sandia Investment Management's American Electric Power position peaked at $546K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Sandia Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.