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Aveo Capital Partners’s American Electric Power AEP Stock Holding History

Aveo Capital 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
Q4 		– Sell
-1,962
Closed -$201K – 338
2024
Q3 		$201K Sell
1,962
-365
-16% -$35.6K 0.02% 334
2024
Q2 		$204K Sell
2,327
-347
-13% -$30.4K 0.02% 310
2024
Q1 		$237K Buy
2,674
+45
+2% +$3.66K 0.03% 325
2023
Q4 		$214K Sell
2,629
-835
-24% -$64.8K 0.03% 320
2023
Q3 		$261K Sell
3,464
-153
-4% -$12.4K 0.03% 284
2023
Q2 		$305K Buy
3,617
+305
+9% +$26.9K 0.04% 269
2023
Q1 		$301K Buy
3,312
+243
+8% +$22.2K 0.04% 264
2022
Q4 		$291K Buy
3,069
+732
+31% +$66.6K 0.04% 263
2022
Q3 		$202K Buy
+2,337
New +$231K 0.03% 260

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aveo Capital Partners's AEP Position: Q4 2024 in Review

Aveo Capital Partners sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 1,962 shares — an estimated $201K sold.

Aveo Capital Partners first reported a position in AEP in Q3 2022 and held it in 9 quarters. The position peaked at $305K in Q2 2023. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Aveo Capital Partners reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 1,962 American Electric Power shares in Q4 2024, an estimated $201K.
  • Aveo Capital Partners first reported a position in American Electric Power in Q3 2022 and held it in 9 quarters.
  • Aveo Capital Partners's American Electric Power position peaked at $305K in Q2 2023.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.