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WBI Investments’s American Electric Power AEP Stock Holding History

WBI Investments’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
-7,740
Closed -$846K – 270
2025
Q1 		$846K Buy
+7,740
New +$784K 0.22% 111
2024
Q3 		– Sell
-22,572
Closed -$1.98M – 230
2024
Q2 		$1.98M Buy
+22,572
New +$1.97M 0.48% 61
2022
Q2 		– Sell
-11,807
Closed -$1.18M – 120
2022
Q1 		$1.18M Buy
+11,807
New +$1.08M 0.19% 107

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

WBI Investments's AEP Position: Q2 2025 in Review

WBI Investments sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 7,740 shares — an estimated $846K sold.

WBI Investments first reported a position in AEP in Q1 2022 and held it in 3 quarters. The position peaked at $1.98M in Q2 2024. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • WBI Investments reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 7,740 American Electric Power shares in Q2 2025, an estimated $846K.
  • WBI Investments first reported a position in American Electric Power in Q1 2022 and held it in 3 quarters.
  • WBI Investments's American Electric Power position peaked at $1.98M in Q2 2024.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.