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Strategic Financial Concepts’s American Electric Power AEP Stock Holding History

Strategic Financial Concepts’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
-2,985
Closed -$326K – 283
2025
Q1 		$326K Buy
2,985
+129
+5% +$13.1K 0.06% 224
2024
Q4 		$263K Buy
+2,856
New +$276K 0.05% 264
2024
Q3 		– Sell
-11,815
Closed -$400K – 256
2024
Q2 		$400K Buy
11,815
+7,212
+157% +$631K 0.23% 83
2024
Q1 		$396K Buy
4,603
+39
+0.9% +$3.17K 0.1% 190
2023
Q4 		$371K Sell
4,564
-38
-0.8% -$2.95K 0.22% 96
2023
Q3 		$346K Hold
4,602
– – 0.12% 163
2023
Q2 		$387K Hold
4,602
– – 0.14% 147
2023
Q1 		$419K Buy
+4,602
New +$421K 0.17% 129

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Strategic Financial Concepts's AEP Position: Q2 2025 in Review

Strategic Financial Concepts sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 2,985 shares — an estimated $326K sold.

Strategic Financial Concepts first reported a position in AEP in Q1 2023 and held it in 8 quarters. The position peaked at $419K in Q1 2023. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Strategic Financial Concepts reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,985 American Electric Power shares in Q2 2025, an estimated $326K.
  • Strategic Financial Concepts first reported a position in American Electric Power in Q1 2023 and held it in 8 quarters.
  • Strategic Financial Concepts's American Electric Power position peaked at $419K in Q1 2023.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.