SevenBridge Financial Group’s American Electric Power AEP Stock Holding History

SevenBridge Financial 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 Q2	–	Sell	-2,189	Closed	-$221K	–	219
2025 Q1	$221K	Sell	2,189 -100	-4%	-$10.1K	0.04%	208
2024 Q4	$233K	Sell	2,289 -234	-9%	-$22.6K	0.04%	202
2024 Q3	$238K	Hold	2,523	–	–	0.05%	201
2024 Q2	$248K	Buy	2,523 +200	+9%	+$17.5K	0.05%	182
2024 Q1	$206K	Buy	+2,323	New	+$189K	0.05%	193
2019 Q3	–	Sell	-1,350	Closed	-$119K	–	151
2019 Q2	$119K	Hold	1,350	–	–	0.04%	188
2019 Q1	$113K	Sell	1,350 -575	-30%	-$45.7K	0.04%	171
2018 Q4	$144K	Hold	1,925	–	–	0.09%	146
2018 Q3	$136K	Buy	+1,925	New	+$137K	0.07%	153
2016 Q3	–	Sell	-22	Closed	-$2K	–	619
2016 Q2	$2K	Buy	+22	New	+$1.44K	﹤0.01%	675

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SevenBridge Financial Group's AEP Position: Q2 2025 in Review

SevenBridge Financial Group sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,189 shares — an estimated $221K sold.

SevenBridge Financial Group first reported a position in AEP in Q2 2016 and held it in 10 quarters. The position peaked at $248K in Q2 2024. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

SevenBridge Financial Group reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
SevenBridge Financial Group sold 2,189 American Electric Power shares in Q2 2025, an estimated $221K.
SevenBridge Financial Group first reported a position in American Electric Power in Q2 2016 and held it in 10 quarters.
SevenBridge Financial Group's American Electric Power position peaked at $248K in Q2 2024.
1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on SevenBridge Financial Group's 13F filing for Q2 2025, filed 4 Sep 2025.