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Stonegate Investment Group’s American Electric Power AEP Stock Holding History

Stonegate Investment 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 		$1.53M Sell
13,563
-948
-7% -$104K 0.04% 147
2025
Q2 		$1.51M Buy
14,511
+7,140
+97% +$743K 0.04% 149
2025
Q1 		$805K Buy
7,371
+956
+15% +$96.8K 0.02% 175
2024
Q4 		$592K Sell
6,415
-434
-6% -$42K 0.02% 198
2024
Q3 		$703K Sell
6,849
-173
-2% -$16.9K 0.02% 195
2024
Q2 		$616K Buy
7,022
+1,060
+18% +$92.7K 0.02% 205
2024
Q1 		$513K Buy
5,962
+613
+11% +$49.8K 0.02% 215
2023
Q4 		$434K Sell
5,349
-11
-0.2% -$854 0.01% 220
2023
Q3 		$403K Sell
5,360
-298
-5% -$24.2K 0.01% 216
2023
Q2 		$476K Sell
5,658
-342
-6% -$30.2K 0.02% 206
2023
Q1 		$546K Sell
6,000
-1,400
-19% -$128K 0.02% 199
2022
Q4 		$703K Sell
7,400
-22,671
-75% -$2.06M 0.03% 177
2022
Q3 		$2.6M Sell
30,071
-914
-3% -$90.4K 0.12% 95
2022
Q2 		$2.97M Sell
30,985
-2,026
-6% -$201K 0.13% 92
2022
Q1 		$3.29M Sell
33,011
-2,662
-7% -$243K 0.11% 77
2021
Q4 		$3.17M Buy
+35,673
New +$3.01M 0.13% 79

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's AEP Position: Q3 2025 in Review

Stonegate Investment Group reduced its American Electric Power (AEP) stake by 6.5% in Q3 2025, selling an estimated $104K and leaving 13,563 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #147.

Stonegate Investment Group first reported a position in AEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.29M in Q1 2022. 1,714 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

  • Stonegate Investment Group held 13,563 shares of American Electric Power worth $1.53M as of Q3 2025.
  • Stonegate Investment Group sold 948 American Electric Power shares in Q3 2025, an estimated $104K.
  • American Electric Power made up 0.04% of Stonegate Investment Group's portfolio in Q3 2025, its #147 holding.
  • Stonegate Investment Group first reported a position in American Electric Power in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's American Electric Power position peaked at $3.29M in Q1 2022.
  • 1,714 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.