Virginia Wealth Management Group’s American Electric Power AEP Stock Holding History

Virginia Wealth Management 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 Q1	–	Sell	-4,049	Closed	-$373K	–	49
2024 Q4	$373K	Sell	4,049 -14	-0.3%	-$1.35K	0.23%	49
2024 Q3	$417K	Buy	4,063 +554	+16%	+$54.1K	0.26%	49
2024 Q2	$308K	Hold	3,509	–	–	0.25%	50
2024 Q1	$302K	Hold	3,509	–	–	0.25%	51
2023 Q4	$285K	Hold	3,509	–	–	0.25%	53
2023 Q3	$264K	Hold	3,509	–	–	0.18%	64
2023 Q2	$295K	Buy	3,509 +9	+0.3%	+$795	0.2%	62
2023 Q1	$318K	Hold	3,500	–	–	0.22%	63
2022 Q4	$332K	Sell	3,500 -497	-12%	-$45.2K	0.23%	64
2022 Q3	$346K	Buy	3,997 +27	+0.7%	+$2.67K	0.26%	63
2022 Q2	$381K	Hold	3,970	–	–	0.37%	55
2022 Q1	$411K	Hold	3,970	–	–	0.37%	54
2021 Q4	$353K	Buy	+3,970	New	+$335K	0.32%	55

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

Virginia Wealth Management Group's AEP Position: Q1 2025 in Review

Virginia Wealth Management Group sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 4,049 shares — an estimated $373K sold.

Virginia Wealth Management Group first reported a position in AEP in Q4 2021 and held it in 13 quarters. The position peaked at $417K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

Virginia Wealth Management Group reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
Virginia Wealth Management Group sold 4,049 American Electric Power shares in Q1 2025, an estimated $373K.
Virginia Wealth Management Group first reported a position in American Electric Power in Q4 2021 and held it in 13 quarters.
Virginia Wealth Management Group's American Electric Power position peaked at $417K in Q3 2024.
1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on Virginia Wealth Management Group's 13F filing for Q1 2025, filed 15 Apr 2025.