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Simon Quick Advisors’s American Electric Power AEP Stock Holding History

Simon Quick 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
-5,673
Closed -$620K – 366
2025
Q1 		$620K Buy
5,673
+1,373
+32% +$139K 0.04% 255
2024
Q4 		$397K Buy
4,300
+780
+22% +$75.5K 0.02% 293
2024
Q3 		$361K Buy
+3,520
New +$344K 0.02% 280
2020
Q1 		– Sell
-89
Closed -$8K – 479
2019
Q4 		$8K Buy
89
+6
+7% +$554 ﹤0.01% 416
2019
Q3 		$8K Buy
+83
New +$7.54K ﹤0.01% 270
2019
Q2 		– Sell
-250
Closed -$21K – 473
2019
Q1 		$21K Buy
+250
New +$19.9K 0.01% 301
2018
Q1 		– Sell
-54
Closed -$4K – 308
2017
Q4 		$4K Sell
54
-3,406
-98% -$254K ﹤0.01% 373
2017
Q3 		$243K Hold
3,460
– – 0.09% 107
2017
Q2 		$240K Sell
3,460
-50
-1% -$3.47K 0.14% 60
2017
Q1 		$236K Buy
+3,510
New +$227K 0.14% 73

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

Simon Quick Advisors's AEP Position: Q2 2025 in Review

Simon Quick Advisors sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 5,673 shares — an estimated $620K sold.

Simon Quick Advisors first reported a position in AEP in Q1 2017 and held it in 10 quarters. The position peaked at $620K in Q1 2025. 1,636 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Simon Quick Advisors reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 5,673 American Electric Power shares in Q2 2025, an estimated $620K.
  • Simon Quick Advisors first reported a position in American Electric Power in Q1 2017 and held it in 10 quarters.
  • Simon Quick Advisors's American Electric Power position peaked at $620K in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.