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TruNorth Capital Management’s American Electric Power AEP Stock Holding History

TruNorth Capital Management’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 		– Sell
-137
Closed -$15.4K – 123
2025
Q3 		$15.4K Hold
137
– – ﹤0.01% 311
2025
Q2 		$14.2K Sell
137
-432
-76% -$44.9K ﹤0.01% 264
2025
Q1 		$62.2K Buy
569
+432
+315% +$43.8K 0.02% 189
2024
Q4 		$12.6K Sell
137
-88
-39% -$8.52K ﹤0.01% 265
2024
Q3 		$23.1K Buy
225
+68
+43% +$6.64K 0.01% 216
2024
Q2 		$13.8K Buy
+157
New +$13.7K ﹤0.01% 233

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 $3.37T AUM 44.26% 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

TruNorth Capital Management's AEP Position: Q4 2025 in Review

TruNorth Capital Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 137 shares — an estimated $15.4K sold.

TruNorth Capital Management first reported a position in AEP in Q2 2024 and held it in 6 quarters. The position peaked at $62.2K in Q1 2025. 1,856 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • TruNorth Capital Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 137 American Electric Power shares in Q4 2025, an estimated $15.4K.
  • TruNorth Capital Management first reported a position in American Electric Power in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's American Electric Power position peaked at $62.2K in Q1 2025.
  • 1,856 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.