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Whalen Wealth Management’s American Electric Power AEP Stock Holding History

Whalen Wealth 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
Q4 		– Sell
-2,571
Closed -$289K – 190
2025
Q3 		$289K Buy
+2,571
New +$281K 0.17% 137
2024
Q1 		– Sell
-12,663
Closed -$1.03M – 114
2023
Q4 		$1.03M Buy
+12,663
New +$983K 0.93% 23

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Whalen Wealth Management's AEP Position: Q4 2025 in Review

Whalen Wealth Management sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 2,571 shares — an estimated $289K sold.

Whalen Wealth Management first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $1.03M in Q4 2023. 1,854 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

  • Whalen Wealth Management reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,571 American Electric Power shares in Q4 2025, an estimated $289K.
  • Whalen Wealth Management first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's American Electric Power position peaked at $1.03M in Q4 2023.
  • 1,854 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.