America First Investment Advisors’s American Electric Power AEP Stock Holding History

America First Investment Advisors’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	–	Sell	-6	Closed	-$526	–	44
2024 Q2	$526	Hold	6	–	–	﹤0.01%	79
2024 Q1	$517	Hold	6	–	–	﹤0.01%	84
2023 Q4	$487	Buy	+6	New	+$466	﹤0.01%	98
2021 Q1	–	Sell	-431	Closed	-$36K	–	78
2020 Q4	$36K	Sell	431 -217	-33%	-$18.8K	0.01%	60
2020 Q3	$53K	Hold	648	–	–	0.02%	54
2020 Q2	$52K	Hold	648	–	–	0.02%	58
2020 Q1	$52K	Hold	648	–	–	0.02%	56
2019 Q4	$61K	Hold	648	–	–	0.02%	56
2019 Q3	$61K	Hold	648	–	–	0.02%	58
2019 Q2	$57K	Hold	648	–	–	0.02%	59
2019 Q1	$54K	Hold	648	–	–	0.02%	61
2018 Q4	$48K	Hold	648	–	–	0.02%	59
2018 Q3	$46K	Hold	648	–	–	0.01%	64
2018 Q2	$45K	Hold	648	–	–	0.01%	62
2018 Q1	$44K	Sell	648 -152	-19%	-$10.2K	0.02%	62
2017 Q4	$59K	Buy	+800	New	+$59.8K	0.02%	58

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

America First Investment Advisors's AEP Position: Q3 2024 in Review

America First Investment Advisors sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 6 shares — an estimated $526 sold.

America First Investment Advisors first reported a position in AEP in Q4 2017 and held it in 16 quarters. The position peaked at $61K in Q4 2019. 1,495 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

America First Investment Advisors reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 6 American Electric Power shares in Q3 2024, an estimated $526.
America First Investment Advisors first reported a position in American Electric Power in Q4 2017 and held it in 16 quarters.
America First Investment Advisors's American Electric Power position peaked at $61K in Q4 2019.
1,495 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.