B.O.S.S. Retirement Advisors’s American Electric Power AEP Stock Holding History

B.O.S.S. Retirement Advisors’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	-15,981	Closed	-$1.64M	–	180
2024 Q3	$1.64M	Buy	15,981 +471	+3%	+$46K	0.33%	85
2024 Q2	$1.36M	Buy	15,510 +602	+4%	+$52.7K	0.35%	82
2024 Q1	$1.21M	Sell	14,908 -1,806	-11%	-$147K	0.46%	86
2023 Q4	$1.36M	Sell	16,714 -1,297	-7%	-$101K	0.26%	130
2023 Q3	$1.35M	Sell	18,011 -1,322	-7%	-$108K	0.29%	131
2023 Q2	$1.63M	Sell	19,333 -2,037	-10%	-$180K	0.35%	112
2023 Q1	$1.94M	Buy	21,370 +1,888	+10%	+$173K	0.46%	80
2022 Q4	$1.85M	Buy	+19,482	New	+$1.77M	0.47%	81

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AEP Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 15,981 shares — an estimated $1.64M sold.

B.O.S.S. Retirement Advisors first reported a position in AEP in Q4 2022 and held it in 8 quarters. The position peaked at $1.94M in Q1 2023. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 15,981 American Electric Power shares in Q4 2024, an estimated $1.64M.
B.O.S.S. Retirement Advisors first reported a position in American Electric Power in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's American Electric Power position peaked at $1.94M in Q1 2023.
1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.