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AXS Investments’s American Electric Power AEP Stock Holding History

AXS Investments’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
2023
Q3 		– Sell
-156
Closed -$13.1K – 366
2023
Q2 		$13.1K Sell
156
-113
-42% -$9.98K ﹤0.01% 395
2023
Q1 		$24.5K Sell
269
-13
-5% -$1.19K 0.01% 336
2022
Q4 		$26.8K Buy
+282
New +$25.7K 0.01% 313
2021
Q4 		– Sell
-5,005
Closed -$406K – 175
2021
Q3 		$406K Buy
+5,005
New +$437K 0.15% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AXS Investments's AEP Position: Q3 2023 in Review

AXS Investments sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 156 shares — an estimated $13.1K sold.

AXS Investments first reported a position in AEP in Q3 2021 and held it in 4 quarters. The position peaked at $406K in Q3 2021. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • AXS Investments reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 156 American Electric Power shares in Q3 2023, an estimated $13.1K.
  • AXS Investments first reported a position in American Electric Power in Q3 2021 and held it in 4 quarters.
  • AXS Investments's American Electric Power position peaked at $406K in Q3 2021.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.