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American Investment Services’s American Electric Power AEP Stock Holding History

American Investment Services’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
2021
Q1 		– Sell
-3,634
Closed -$303K – 121
2020
Q4 		$303K Sell
3,634
-7,108
-66% -$617K 0.09% 109
2020
Q3 		$878K Hold
10,742
– – 0.29% 57
2020
Q2 		$855K Hold
10,742
– – 0.3% 54
2020
Q1 		$859K Hold
10,742
– – 0.33% 53
2019
Q4 		$1.01M Hold
10,742
– – 0.31% 52
2019
Q3 		$1.01M Sell
10,742
-1,631
-13% -$148K 0.32% 52
2019
Q2 		$1.09M Hold
12,373
– – 0.35% 44
2019
Q1 		$1.04M Sell
12,373
-2,040
-14% -$162K 0.33% 40
2018
Q4 		$1.08M Sell
14,413
-589
-4% -$44.2K 0.38% 42
2018
Q3 		$1.06M Hold
15,002
– – 0.36% 45
2018
Q2 		$1.04M Hold
15,002
– – 0.36% 49
2018
Q1 		$1.03M Sell
15,002
-433
-3% -$29.2K 0.36% 50
2017
Q4 		$1.14M Hold
15,435
– – 0.42% 43
2017
Q3 		$1.08M Hold
15,435
– – 0.42% 44
2017
Q2 		$1.07M Buy
15,435
+421
+3% +$29.2K 0.42% 45
2017
Q1 		$1.01M Sell
15,014
-318
-2% -$20.6K 0.41% 47
2016
Q4 		$945K Hold
15,332
– – 0.39% 49
2016
Q3 		$984K Hold
15,332
– – 0.41% 45
2016
Q2 		$1.07M Sell
15,332
-1,676
-10% -$110K 0.46% 43
2016
Q1 		$1.13M Hold
17,008
– – 0.55% 30
2015
Q4 		$991K Sell
17,008
-4,539
-21% -$257K 0.54% 30
2015
Q3 		$1.23M Buy
21,547
+301
+1% +$16.7K 0.68% 26
2015
Q2 		$1.13M Sell
21,246
-301
-1% -$16.7K 0.6% 27
2015
Q1 		$1.21M Sell
21,547
-844
-4% -$50.1K 0.66% 25
2014
Q4 		$1.36M Sell
22,391
-1,974
-8% -$113K 0.74% 20
2014
Q3 		$1.27M Hold
24,365
– – 0.7% 24
2014
Q2 		$1.36M Sell
24,365
-27,352
-53% -$1.44M 0.74% 21
2014
Q1 		$2.62M Buy
51,717
+1,191
+2% +$57.9K 1.51% 14
2013
Q4 		$2.36M Hold
50,526
– – 1.41% 14
2013
Q3 		$2.19M Buy
50,526
+6,692
+15% +$298K 1.37% 16
2013
Q2 		$1.96M Buy
+43,834
New +$2.1M 1.23% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Investment Services's AEP Position: Q1 2021 in Review

American Investment Services sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 3,634 shares — an estimated $303K sold.

American Investment Services first reported a position in AEP in Q2 2013 and held it in 31 quarters. The position peaked at $2.62M in Q1 2014. 1,176 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • American Investment Services reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • American Investment Services sold 3,634 American Electric Power shares in Q1 2021, an estimated $303K.
  • American Investment Services first reported a position in American Electric Power in Q2 2013 and held it in 31 quarters.
  • American Investment Services's American Electric Power position peaked at $2.62M in Q1 2014.
  • 1,176 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.