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Shepherd Financial Partners’s American Electric Power AEP Stock Holding History

Shepherd Financial 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
Q3 		– Sell
-2,015
Closed -$209K – 244
2025
Q2 		$209K Hold
2,015
– – 0.02% 233
2025
Q1 		$220K Buy
+2,015
New +$204K 0.03% 222
2024
Q4 		– Sell
-2,015
Closed -$207K – 221
2024
Q3 		$207K Buy
+2,015
New +$197K 0.02% 210

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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

Shepherd Financial Partners's AEP Position: Q3 2025 in Review

Shepherd Financial Partners sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 2,015 shares — an estimated $209K sold.

Shepherd Financial Partners first reported a position in AEP in Q3 2024 and held it in 3 quarters. The position peaked at $220K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Shepherd Financial Partners reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,015 American Electric Power shares in Q3 2025, an estimated $209K.
  • Shepherd Financial Partners first reported a position in American Electric Power in Q3 2024 and held it in 3 quarters.
  • Shepherd Financial Partners's American Electric Power position peaked at $220K in Q1 2025.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Shepherd Financial Partners's 13F filing for Q3 2025, filed 7 Nov 2025.