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Algert Global’s American Electric Power AEP Stock Holding History

Algert Global’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
Q1 		– Sell
-3,195
Closed -$259K – 1062
2023
Q4 		$259K Hold
3,195
– – 0.01% 966
2023
Q3 		$240K Buy
+3,195
New +$260K 0.01% 927
2023
Q1 		– Sell
-3,310
Closed -$314K – 1123
2022
Q4 		$314K Buy
+3,310
New +$301K 0.02% 923
2022
Q3 		– Sell
-2,352
Closed -$226K – 1161
2022
Q2 		$226K Sell
2,352
-3,115
-57% -$309K 0.02% 991
2022
Q1 		$545K Buy
+5,467
New +$499K 0.04% 776
2020
Q2 		– Sell
-6,380
Closed -$510K – 413
2020
Q1 		$510K Buy
+6,380
New +$603K 0.22% 165

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Algert Global's AEP Position: Q1 2024 in Review

Algert Global sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 3,195 shares — an estimated $259K sold.

Algert Global first reported a position in AEP in Q1 2020 and held it in 6 quarters. The position peaked at $545K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Algert Global reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Algert Global sold 3,195 American Electric Power shares in Q1 2024, an estimated $259K.
  • Algert Global first reported a position in American Electric Power in Q1 2020 and held it in 6 quarters.
  • Algert Global's American Electric Power position peaked at $545K in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Algert Global's 13F filing for Q1 2024, filed 15 May 2024.