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American Electric Power Company shares owned by SpringVest Wealth Management

Quarter-by-quarter ownership of American Electric Power Company (AEP) shares owned by SpringVest Wealth Management from 13F filings

Historical chart of SpringVest Wealth Management investment in American Electric Power Company

Tip: Access up to 7 years of quarterly data

All positions including American Electric Power Company held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Electric Power Company by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 35k 112.50
2025-06-30 $3.6M 35k 103.76
2025-03-31 $3.8M 35k 109.27
2024-12-31 $3.2M 35k 92.23

More positions owned by SpringVest Wealth Management

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

Top funds holding American Electric Power Company

Vanguard Group
BlackRock
State Street Corporation
GQG Partners
Wellington Management Company
Morgan Stanley
Geode Capital Management
Barclays
Dodge & Cox
Invesco
Royal Bank of Canada
Ameriprise Financial
Nuveen
Victory Capital Management
Alliancebernstein

View all funds holding American Electric Power Company