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Wealth Group’s American Electric Power AEP Stock Holding History

Wealth 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
Q2 		– Sell
-3,297
Closed -$360K – 93
2025
Q1 		$360K Sell
3,297
-62
-2% -$6.28K 0.23% 90
2024
Q4 		$310K Buy
3,359
+194
+6% +$18.8K 0.2% 112
2024
Q3 		$325K Sell
3,165
-25
-0.8% -$2.44K 0.22% 107
2024
Q2 		$280K Sell
3,190
-104
-3% -$9.1K 0.2% 119
2024
Q1 		$284K Buy
+3,294
New +$268K 0.21% 116

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

Wealth Group's AEP Position: Q2 2025 in Review

Wealth Group sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 3,297 shares — an estimated $360K sold.

Wealth Group first reported a position in AEP in Q1 2024 and held it in 5 quarters. The position peaked at $360K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Wealth Group reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 3,297 American Electric Power shares in Q2 2025, an estimated $360K.
  • Wealth Group first reported a position in American Electric Power in Q1 2024 and held it in 5 quarters.
  • Wealth Group's American Electric Power position peaked at $360K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.