Saranac Partners’s American Electric Power AEP Stock Holding History

Saranac Partners’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	-1,120	Closed	-$126K	–	81
2025 Q3	$126K	Buy	+1,120	New	+$123K	0.02%	233

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Saranac Partners's AEP Position: Q4 2025 in Review

Saranac Partners sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 1,120 shares — an estimated $126K sold.

Saranac Partners first reported a position in AEP in Q3 2025 and held it in 1 quarter. The position peaked at $126K in Q3 2025. 1,855 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Saranac Partners reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 1,120 American Electric Power shares in Q4 2025, an estimated $126K.
Saranac Partners first reported a position in American Electric Power in Q3 2025 and held it in 1 quarter.
Saranac Partners's American Electric Power position peaked at $126K in Q3 2025.
1,855 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.