Stephens Consulting’s American Electric Power AEP Stock Holding History

Stephens Consulting’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	$103K	Hold	891	–	–	0.03%	100
2025 Q3	$100K	Sell	891 -14	-2%	-$1.53K	0.03%	99
2025 Q2	$93.9K	Buy	905 +14	+2%	+$1.46K	0.02%	142
2025 Q1	$97.4K	Hold	891	–	–	0.02%	144
2024 Q4	$82.2K	Hold	891	–	–	0.02%	151
2024 Q3	$91.4K	Sell	891 -34	-4%	-$3.32K	0.02%	142
2024 Q2	$81.2K	Hold	925	–	–	0.02%	147
2024 Q1	$79.6K	Hold	925	–	–	0.02%	135
2023 Q4	$75.1K	Hold	925	–	–	0.03%	141
2023 Q3	$69.6K	Hold	925	–	–	0.03%	140
2023 Q2	$77.9K	Hold	925	–	–	0.03%	125
2023 Q1	$84.2K	Hold	925	–	–	0.05%	124
2022 Q4	$87.8K	Hold	925	–	–	0.06%	117
2022 Q3	$80K	Hold	925	–	–	0.07%	123
2022 Q2	$88.7K	Sell	925 -1,500	-62%	-$149K	0.07%	113
2022 Q1	$242K	Sell	2,425 -521	-18%	-$47.6K	0.2%	68
2021 Q4	$262K	Buy	+2,946	New	+$249K	0.22%	77

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

Stephens Consulting's AEP Position: Q4 2025 in Review

Stephens Consulting held its American Electric Power (AEP) position steady in Q4 2025 at 891 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #100.

Stephens Consulting first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $262K in Q4 2021. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Stephens Consulting held 891 shares of American Electric Power worth $103K as of Q4 2025.
Stephens Consulting left its American Electric Power share count unchanged in Q4 2025.
American Electric Power made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #100 holding.
Stephens Consulting first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's American Electric Power position peaked at $262K in Q4 2021.
1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.