BBR Partners’s American Electric Power AEP Stock Holding History

BBR 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 Q2	–	Sell	-4,500	Closed	-$387K	–	223
2024 Q1	$387K	Buy	+4,500	New	+$366K	0.03%	164

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBR Partners's AEP Position: Q2 2024 in Review

BBR Partners sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 4,500 shares — an estimated $387K sold.

BBR Partners first reported a position in AEP in Q1 2024 and held it in 1 quarter. The position peaked at $387K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

BBR Partners reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
BBR Partners sold 4,500 American Electric Power shares in Q2 2024, an estimated $387K.
BBR Partners first reported a position in American Electric Power in Q1 2024 and held it in 1 quarter.
BBR Partners's American Electric Power position peaked at $387K in Q1 2024.
1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on BBR Partners's 13F filing for Q2 2024, filed 5 Aug 2024.