Van Hulzen Asset Management’s American Electric Power AEP Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-752	Closed	-$69.3K	–	328
2024 Q4	$69.3K	Buy	+752	New	+$72.8K	0.01%	453
2023 Q4	–	Sell	-17,876	Closed	-$1.34M	–	310
2023 Q3	$1.34M	Buy	17,876 +13,000	+267%	+$1.06M	0.1%	128
2023 Q2	$411K	Buy	4,876 +2,600	+114%	+$230K	0.04%	204
2023 Q1	$207K	Sell	2,276 -3,429	-60%	-$314K	0.02%	277
2022 Q4	$542K	Buy	5,705 +29	+0.5%	+$2.64K	0.06%	165
2022 Q3	$491K	Buy	5,676 +25	+0.4%	+$2.47K	0.06%	168
2022 Q2	$542K	Buy	5,651 +1,316	+30%	+$130K	0.06%	160
2022 Q1	$432K	Buy	+4,335	New	+$396K	0.05%	185
2014 Q1	–	Sell	-18,584	Closed	-$869K	–	86
2013 Q4	$869K	Buy	+18,584	New	+$858K	0.75%	50

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Van Hulzen Asset Management's AEP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 752 shares — an estimated $69.3K sold.

Van Hulzen Asset Management first reported a position in AEP in Q4 2013 and held it in 9 quarters. The position peaked at $1.34M in Q3 2023. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

Van Hulzen Asset Management reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 752 American Electric Power shares in Q1 2025, an estimated $69.3K.
Van Hulzen Asset Management first reported a position in American Electric Power in Q4 2013 and held it in 9 quarters.
Van Hulzen Asset Management's American Electric Power position peaked at $1.34M in Q3 2023.
1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.