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SFMG Wealth Advisors’s American Electric Power AEP Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-2,802
Closed -$306K – 282
2025
Q1 		$306K Buy
2,802
+618
+28% +$62.6K 0.02% 196
2024
Q4 		$201K Buy
2,184
+34
+2% +$3.29K 0.02% 249
2024
Q3 		$221K Buy
+2,150
New +$210K 0.02% 237
2024
Q2 		– Sell
-2,811
Closed -$242K – 273
2024
Q1 		$242K Buy
2,811
+2
+0.1% +$163 0.02% 222
2023
Q4 		$228K Sell
2,809
-62
-2% -$4.81K 0.02% 222
2023
Q3 		$216K Hold
2,871
– – 0.02% 213
2023
Q2 		$242K Sell
2,871
-301
-9% -$26.6K 0.02% 202
2023
Q1 		$289K Sell
3,172
-722
-19% -$66K 0.03% 182
2022
Q4 		$370K Sell
3,894
-29
-0.7% -$2.64K 0.04% 160
2022
Q3 		$321K Buy
3,923
+56
+1% +$5.54K 0.04% 164
2022
Q2 		$371K Buy
3,867
+46
+1% +$4.56K 0.04% 159
2022
Q1 		$381K Buy
3,821
+84
+2% +$7.67K 0.04% 172
2021
Q4 		$332K Buy
+3,737
New +$315K 0.03% 188
2016
Q2 		– Sell
-24,052
Closed -$1.6M – 108
2016
Q1 		$1.6M Buy
24,052
+470
+2% +$29.1K 0.35% 36
2015
Q4 		$1.37M Buy
23,582
+4,540
+24% +$257K 0.31% 40
2015
Q3 		$1.08M Sell
19,042
-120
-0.6% -$6.66K 0.26% 46
2015
Q2 		$1.01M Buy
+19,162
New +$1.06M 0.23% 49

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SFMG Wealth Advisors's AEP Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,802 shares — an estimated $306K sold.

SFMG Wealth Advisors first reported a position in AEP in Q2 2015 and held it in 17 quarters. The position peaked at $1.6M in Q1 2016. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,802 American Electric Power shares in Q2 2025, an estimated $306K.
  • SFMG Wealth Advisors first reported a position in American Electric Power in Q2 2015 and held it in 17 quarters.
  • SFMG Wealth Advisors's American Electric Power position peaked at $1.6M in Q1 2016.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.