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9258 Wealth Management’s American Electric Power AEP Stock Holding History

9258 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
2024
Q3 		$513K Buy
5,004
+28
+0.6% +$2.73K 0.08% 197
2024
Q2 		$437K Buy
4,976
+9
+0.2% +$787 0.07% 212
2024
Q1 		$428K Buy
4,967
+10
+0.2% +$813 0.07% 216
2023
Q4 		$403K Sell
4,957
-484
-9% -$37.6K 0.07% 214
2023
Q3 		$409K Buy
5,441
+12
+0.2% +$976 0.08% 201
2023
Q2 		$457K Buy
5,429
+10
+0.2% +$883 0.09% 193
2023
Q1 		$493K Sell
5,419
-657
-11% -$60.1K 0.1% 179
2022
Q4 		$577K Buy
6,076
+122
+2% +$11.1K 0.12% 155
2022
Q3 		$515K Buy
5,954
+660
+12% +$65.3K 0.13% 165
2022
Q2 		$508K Buy
5,294
+610
+13% +$60.5K 0.13% 172
2022
Q1 		$467K Buy
4,684
+17
+0.4% +$1.55K 0.11% 202
2021
Q4 		$415K Buy
4,667
+387
+9% +$32.6K 0.1% 226
2021
Q3 		$347K Buy
4,280
+8
+0.2% +$698 0.09% 232
2021
Q2 		$361K Buy
4,272
+300
+8% +$25.8K 0.1% 220
2021
Q1 		$336K Buy
3,972
+20
+0.5% +$1.61K 0.1% 216
2020
Q4 		$329K Sell
3,952
-112
-3% -$9.72K 0.11% 213
2020
Q3 		$366K Sell
4,064
-202
-5% -$16.6K 0.14% 173
2020
Q2 		$340K Sell
4,266
-379
-8% -$30.9K 0.14% 180
2020
Q1 		$388K Sell
4,645
-812
-15% -$76.8K 0.17% 151
2019
Q4 		$516K Buy
+5,457
New +$504K 0.19% 142

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's AEP Position: Q3 2024 in Review

9258 Wealth Management increased its American Electric Power (AEP) stake by 0.56% in Q3 2024, buying an estimated $2.73K and bringing the position to 5,004 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #197.

9258 Wealth Management first reported a position in AEP in Q4 2019 and has held it in 20 quarters since. The position peaked at $577K in Q4 2022. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • 9258 Wealth Management held 5,004 shares of American Electric Power worth $513K as of Q3 2024.
  • 9258 Wealth Management bought 28 American Electric Power shares in Q3 2024, an estimated $2.73K.
  • American Electric Power made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #197 holding.
  • 9258 Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's American Electric Power position peaked at $577K in Q4 2022.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.