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Stonebridge Financial Group (Pennsylvania)’s American Electric Power AEP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1,041
Closed -$114K – 251
2025
Q1 		$114K Buy
1,041
+5
+0.5% +$506 0.01% 285
2024
Q4 		$95.5K Buy
+1,036
New +$100K 0.01% 302

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 $3.38T AUM 44.17% 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

Stonebridge Financial Group (Pennsylvania)'s AEP Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 1,041 shares — an estimated $114K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in AEP in Q4 2024 and held it in 2 quarters. The position peaked at $114K in Q1 2025. 1,637 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,041 American Electric Power shares in Q2 2025, an estimated $114K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in American Electric Power in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s American Electric Power position peaked at $114K in Q1 2025.
  • 1,637 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.