SIA
AEP icon

Schechter Investment Advisors’s American Electric Power AEP Stock Holding History

Schechter Investment 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
Q1 		$584K Sell
5,344
-82
-2% -$8.31K 0.05% 332
2024
Q4 		$500K Sell
5,426
-293
-5% -$28.4K 0.04% 385
2024
Q3 		$587K Sell
5,719
-25
-0.4% -$2.44K 0.04% 368
2024
Q2 		$504K Buy
5,744
+189
+3% +$16.5K 0.04% 371
2024
Q1 		$478K Buy
5,555
+283
+5% +$23K 0.04% 382
2023
Q4 		$428K Sell
5,272
-1
-0% -$78 0.04% 386
2023
Q3 		$397K Buy
5,273
+346
+7% +$28.2K 0.04% 390
2023
Q2 		$415K Sell
4,927
-1,071
-18% -$94.6K 0.04% 419
2023
Q1 		$546K Buy
5,998
+591
+11% +$54.1K 0.05% 388
2022
Q4 		$513K Buy
5,407
+49
+0.9% +$4.46K 0.05% 496
2022
Q3 		$464K Buy
5,358
+573
+12% +$56.6K 0.05% 540
2022
Q2 		$459K Buy
4,785
+468
+11% +$46.4K 0.04% 559
2022
Q1 		$431K Buy
4,317
+737
+21% +$67.3K 0.04% 578
2021
Q4 		$318K Buy
+3,580
New +$302K 0.03% 659

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schechter Investment Advisors's AEP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its American Electric Power (AEP) stake by 1.5% in Q1 2025, selling an estimated $8.31K and leaving 5,344 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #332.

Schechter Investment Advisors first reported a position in AEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $587K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • Schechter Investment Advisors held 5,344 shares of American Electric Power worth $584K as of Q1 2025.
  • Schechter Investment Advisors sold 82 American Electric Power shares in Q1 2025, an estimated $8.31K.
  • American Electric Power made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #332 holding.
  • Schechter Investment Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's American Electric Power position peaked at $587K in Q3 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.