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Sierra Ocean’s American Electric Power AEP Stock Holding History

Sierra Ocean’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
-258
Closed -$26.8K – 82
2025
Q2 		$26.8K Hold
258
– – 0.02% 278
2025
Q1 		$28.2K Hold
258
– – 0.02% 249
2024
Q4 		$23.8K Buy
+258
New +$25K 0.02% 268

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

Sierra Ocean's AEP Position: Q3 2025 in Review

Sierra Ocean sold out of American Electric Power (AEP) in Q3 2025, closing a stake of 258 shares — an estimated $26.8K sold.

Sierra Ocean first reported a position in AEP in Q4 2024 and held it in 3 quarters. The position peaked at $28.2K in Q1 2025. 1,716 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Sierra Ocean reported no remaining American Electric Power position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 258 American Electric Power shares in Q3 2025, an estimated $26.8K.
  • Sierra Ocean first reported a position in American Electric Power in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's American Electric Power position peaked at $28.2K in Q1 2025.
  • 1,716 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.