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Sonora Investment Management Group’s American Electric Power AEP Stock Holding History

Sonora Investment 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
Q3 		$292K Sell
2,592
-507
-16% -$55.5K 0.02% 228
2025
Q2 		$322K Buy
3,099
+503
+19% +$52.3K 0.02% 216
2025
Q1 		$284K Buy
2,596
+207
+9% +$21K 0.02% 226
2024
Q4 		$220K Buy
2,389
+150
+7% +$14.5K 0.02% 252
2024
Q3 		$230K Buy
+2,239
New +$219K 0.02% 252
2023
Q3 		– Sell
-2,569
Closed -$216K – 266
2023
Q2 		$216K Sell
2,569
-548
-18% -$48.4K 0.02% 239
2023
Q1 		$284K Buy
3,117
+321
+11% +$29.4K 0.02% 217
2022
Q4 		$265K Buy
2,796
+2
+0.1% +$182 0.02% 220
2022
Q3 		$268K Hold
2,794
– – 0.03% 167
2022
Q2 		$268K Buy
2,794
+548
+24% +$54.3K 0.03% 200
2022
Q1 		$225K Sell
2,246
-86
-4% -$7.86K 0.03% 190
2021
Q4 		$207K Buy
+2,332
New +$197K 0.02% 197

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

Sonora Investment Management Group's AEP Position: Q3 2025 in Review

Sonora Investment Management Group reduced its American Electric Power (AEP) stake by 16% in Q3 2025, selling an estimated $55.5K and leaving 2,592 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #228.

Sonora Investment Management Group first reported a position in AEP in Q4 2021 and has held it in 12 quarters since. The position peaked at $322K in Q2 2025. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Sonora Investment Management Group held 2,592 shares of American Electric Power worth $292K as of Q3 2025.
  • Sonora Investment Management Group sold 507 American Electric Power shares in Q3 2025, an estimated $55.5K.
  • American Electric Power made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #228 holding.
  • Sonora Investment Management Group first reported a position in American Electric Power in Q4 2021 and has held it in 12 quarters since.
  • Sonora Investment Management Group's American Electric Power position peaked at $322K in Q2 2025.
  • 1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.