Anchor Pointe Wealth Management’s American Electric Power AEP Stock Holding History

Anchor Pointe 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 Q4	$229K	Buy	+2,485	New	+$240K	0.3%	70

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 $3.37T AUM 44.26% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Anchor Pointe Wealth Management's AEP Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in American Electric Power (AEP) in Q4 2024: 2,485 shares worth $229K. The stake represents 0.3% of the portfolio and ranks #70 among its holdings.

1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Anchor Pointe Wealth Management held 2,485 shares of American Electric Power worth $229K as of Q4 2024.
American Electric Power was a new Anchor Pointe Wealth Management position in Q4 2024.
American Electric Power made up 0.3% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #70 holding.
1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.