Signature Wealth Management Group’s American Electric Power AEP Stock Holding History

Signature Wealth Management 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 Q4	–	Sell	-1,952	Closed	-$220K	–	108
2025 Q3	$220K	Sell	1,952 -153	-7%	-$16.7K	0.09%	111
2025 Q2	$218K	Buy	2,105 +274	+15%	+$28.5K	0.09%	112
2025 Q1	$200K	Buy	+1,831	New	+$185K	0.08%	113
2018 Q4	–	Sell	-334	Closed	-$25K	–	78
2018 Q3	$25K	Hold	334	–	–	0.02%	136
2018 Q2	$23K	Sell	334 -21	-6%	-$1.41K	0.02%	136
2018 Q1	$24K	Sell	355 -19	-5%	-$1.28K	0.02%	133
2017 Q4	$28K	Buy	+374	New	+$27.9K	0.02%	123

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Signature Wealth Management Group's AEP Position: Q4 2025 in Review

Signature Wealth Management Group sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 1,952 shares — an estimated $220K sold.

Signature Wealth Management Group first reported a position in AEP in Q4 2017 and held it in 7 quarters. The position peaked at $220K in Q3 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Signature Wealth Management Group reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
Signature Wealth Management Group sold 1,952 American Electric Power shares in Q4 2025, an estimated $220K.
Signature Wealth Management Group first reported a position in American Electric Power in Q4 2017 and held it in 7 quarters.
Signature Wealth Management Group's American Electric Power position peaked at $220K in Q3 2025.
1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.