WFA Asset Management’s American Electric Power AEP Stock Holding History

WFA 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 Q3	$89.1K	Buy	869 +7	+0.8%	+$766	0.05%	75
2025 Q2	$75.6K	Buy	862 +9	+1%	+$936	0.04%	81
2025 Q1	$73.5K	Sell	853 -24	-3%	-$2.43K	0.04%	85
2024 Q4	$80.9K	Buy	877 +8	+0.9%	+$774	0.04%	85
2024 Q3	$89.1K	Buy	869 +7	+0.8%	+$683	0.05%	75
2024 Q2	$75.6K	Buy	862 +9	+1%	+$787	0.04%	81
2024 Q1	$73.5K	Buy	853 +9	+1%	+$732	0.04%	85
2023 Q4	$68.6K	Buy	844 +9	+1%	+$699	0.04%	79
2023 Q3	$62.8K	Buy	835 +9	+1%	+$732	0.04%	84
2023 Q2	$69.6K	Buy	826 +8	+1%	+$707	0.04%	83
2023 Q1	$74.5K	Buy	818 +7	+0.9%	+$640	0.05%	84
2022 Q4	$77K	Buy	811 +7	+0.9%	+$637	0.05%	79
2022 Q3	$69.5K	Buy	804 +6	+0.8%	+$593	0.05%	78
2022 Q2	$76.6K	Hold	798	–	–	0.05%	79
2022 Q1	$79.6K	Hold	798	–	–	0.05%	78
2021 Q4	$71K	Buy	+798	New	+$67.3K	0.05%	81

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

WFA Asset Management's AEP Position: Q3 2025 in Review

WFA Asset Management increased its American Electric Power (AEP) stake by 0.81% in Q3 2025, buying an estimated $766 and bringing the position to 869 shares worth $89.1K. The position accounts for 0.05% of the portfolio, ranked #75.

WFA Asset Management first reported a position in AEP in Q4 2021 and has held it in 16 quarters since. 1,715 funds tracked by Wall St. Rank hold AEP as of Q3 2025.

WFA Asset Management held 869 shares of American Electric Power worth $89.1K as of Q3 2025.
WFA Asset Management bought 7 American Electric Power shares in Q3 2025, an estimated $766.
American Electric Power made up 0.05% of WFA Asset Management's portfolio in Q3 2025, its #75 holding.
WFA Asset Management first reported a position in American Electric Power in Q4 2021 and has held it in 16 quarters since.
1,715 funds tracked by Wall St. Rank held American Electric Power as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.