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Americana Partners’s American Electric Power AEP Stock Holding History

Americana Partners’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
-11,489
Closed -$933K – 341
2023
Q4 		$933K Sell
11,489
-3,387
-23% -$263K 0.09% 168
2023
Q3 		$1.1M Buy
14,876
+1,321
+10% +$107K 0.12% 145
2023
Q2 		$1.14M Buy
13,555
+2,001
+17% +$177K 0.15% 131
2023
Q1 		$1.05M Buy
11,554
+131
+1% +$12K 0.17% 127
2022
Q4 		$1.08M Sell
11,423
-66
-0.6% -$6.01K 0.19% 114
2022
Q3 		$993K Buy
11,489
+243
+2% +$24K 0.18% 114
2022
Q2 		$1.08M Hold
11,246
– – 0.19% 107
2022
Q1 		$0 Buy
+11,246
New +$1.03M ﹤0.01% 234
2020
Q1 		– Sell
-153
Closed -$14K – 115
2019
Q4 		$14K Buy
+153
New +$14.1K 0.01% 401

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

Americana Partners's AEP Position: Q1 2024 in Review

Americana Partners sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 11,489 shares — an estimated $933K sold.

Americana Partners first reported a position in AEP in Q4 2019 and held it in 9 quarters. The position peaked at $1.14M in Q2 2023. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Americana Partners reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Americana Partners sold 11,489 American Electric Power shares in Q1 2024, an estimated $933K.
  • Americana Partners first reported a position in American Electric Power in Q4 2019 and held it in 9 quarters.
  • Americana Partners's American Electric Power position peaked at $1.14M in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Americana Partners's 13F filing for Q1 2024, filed 7 May 2024.