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WMS Partners’s American Electric Power AEP Stock Holding History

WMS Partners’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
-5,036
Closed -$464K – 9
2024
Q4 		$464K Buy
5,036
+36
+0.7% +$3.48K 0.03% 197
2024
Q3 		$513K Sell
5,000
-119
-2% -$11.6K 0.03% 177
2024
Q2 		$449K Buy
+5,119
New +$448K 0.03% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMS Partners's AEP Position: Q1 2025 in Review

WMS Partners sold out of American Electric Power (AEP) in Q1 2025, closing a stake of 5,036 shares — an estimated $464K sold.

WMS Partners first reported a position in AEP in Q2 2024 and held it in 3 quarters. The position peaked at $513K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold AEP as of Q1 2025.

  • WMS Partners reported no remaining American Electric Power position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 5,036 American Electric Power shares in Q1 2025, an estimated $464K.
  • WMS Partners first reported a position in American Electric Power in Q2 2024 and held it in 3 quarters.
  • WMS Partners's American Electric Power position peaked at $513K in Q3 2024.
  • 1,668 funds tracked by Wall St. Rank held American Electric Power as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.