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Avitas Wealth Management’s American Electric Power AEP Stock Holding History

Avitas 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 		$1.36M Buy
14,711
+82
+0.6% +$7.94K 0.19% 114
2024
Q3 		$1.5M Buy
14,629
+198
+1% +$19.3K 0.21% 114
2024
Q2 		$1.27M Buy
14,431
+34
+0.2% +$2.97K 0.19% 123
2024
Q1 		$1.24M Buy
14,397
+189
+1% +$15.4K 0.19% 128
2023
Q4 		$1.15M Buy
14,208
+454
+3% +$35.2K 0.19% 119
2023
Q3 		$1.03M Buy
+13,754
New +$1.12M 0.2% 124
2022
Q3 		– Sell
-31,380
Closed -$3.01M – 181
2022
Q2 		$3.01M Buy
+31,380
New +$3.11M 0.66% 43
2021
Q1 		– Sell
-37,384
Closed -$3.11M – 208
2020
Q4 		$3.11M Buy
37,384
+745
+2% +$64.7K 0.63% 52
2020
Q3 		$3M Buy
36,639
+366
+1% +$30.1K 0.83% 35
2020
Q2 		$2.89M Sell
36,273
-927
-2% -$75.7K 0.96% 29
2020
Q1 		$2.98M Sell
37,200
-8,224
-18% -$778K 1.35% 24
2019
Q4 		$4.29M Buy
45,424
+247
+0.5% +$22.8K 1.1% 22
2019
Q3 		$4.23M Buy
45,177
+665
+1% +$60.4K 1.17% 18
2019
Q2 		$3.92M Sell
44,512
-117
-0.3% -$10.1K 1.09% 23
2019
Q1 		$3.74M Buy
44,629
+479
+1% +$38.1K 1.09% 24
2018
Q4 		$3.3M Buy
44,150
+188
+0.4% +$14.1K 1.08% 27
2018
Q3 		$3.12M Buy
43,962
+1,658
+4% +$118K 0.88% 46
2018
Q2 		$2.93M Buy
+42,304
New +$2.85M 0.91% 40

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

Avitas Wealth Management's AEP Position: Q4 2024 in Review

Avitas Wealth Management increased its American Electric Power (AEP) stake by 0.56% in Q4 2024, buying an estimated $7.94K and bringing the position to 14,711 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #114.

Avitas Wealth Management first reported a position in AEP in Q2 2018 and has held it in 18 quarters since. The position peaked at $4.29M in Q4 2019. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Avitas Wealth Management held 14,711 shares of American Electric Power worth $1.36M as of Q4 2024.
  • Avitas Wealth Management bought 82 American Electric Power shares in Q4 2024, an estimated $7.94K.
  • American Electric Power made up 0.19% of Avitas Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Avitas Wealth Management first reported a position in American Electric Power in Q2 2018 and has held it in 18 quarters since.
  • Avitas Wealth Management's American Electric Power position peaked at $4.29M in Q4 2019.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.