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SS&H Financial Advisors’s American Electric Power AEP Stock Holding History

SS&H Financial 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
Q4 		$1.37M Hold
11,898
– – 0.4% 59
2025
Q3 		$1.34M Hold
11,898
– – 0.41% 57
2025
Q2 		$1.23M Sell
11,898
-3,000
-20% -$312K 0.41% 53
2025
Q1 		$1.63M Sell
14,898
-44
-0.3% -$4.46K 0.61% 45
2024
Q4 		$1.38M Buy
14,942
+486
+3% +$47K 0.5% 50
2024
Q3 		$1.48M Hold
14,456
– – 0.54% 48
2024
Q2 		$1.27M Hold
14,456
– – 0.5% 51
2024
Q1 		$1.24M Hold
14,456
– – 0.52% 52
2023
Q4 		$1.17M Sell
14,456
-600
-4% -$46.6K 0.5% 51
2023
Q3 		$1.13M Buy
+15,056
New +$1.23M 0.53% 49
2023
Q1 		$1.42M Buy
15,656
+5
+0% +$457 0.65% 43
2022
Q4 		$1.49M Buy
15,651
+5
+0% +$455 0.71% 42
2022
Q3 		$1.35M Sell
15,646
-46
-0.3% -$4.55K 0.7% 41
2022
Q2 		$1.5M Sell
15,692
-21
-0.1% -$2.08K 0.7% 40
2022
Q1 		$1.57M Buy
+15,713
New +$1.44M 0.61% 50

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SS&H Financial Advisors's AEP Position: Q4 2025 in Review

SS&H Financial Advisors held its American Electric Power (AEP) position steady in Q4 2025 at 11,898 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #59.

SS&H Financial Advisors first reported a position in AEP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2025. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • SS&H Financial Advisors held 11,898 shares of American Electric Power worth $1.37M as of Q4 2025.
  • SS&H Financial Advisors left its American Electric Power share count unchanged in Q4 2025.
  • American Electric Power made up 0.4% of SS&H Financial Advisors's portfolio in Q4 2025, its #59 holding.
  • SS&H Financial Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's American Electric Power position peaked at $1.63M in Q1 2025.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.