Beck Bode LLC’s American Electric Power AEP Stock Holding History

Beck Bode LLC’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 Q3	–	Sell	-9,513	Closed	-$835K	–	106
2024 Q2	$835K	Buy	+9,513	New	+$832K	0.17%	80
2023 Q3	–	Sell	-11,268	Closed	-$949K	–	122
2023 Q2	$949K	Buy	11,268 +180	+2%	+$15.9K	0.23%	99
2023 Q1	$1.01M	Sell	11,088 -97	-0.9%	-$8.87K	0.25%	98
2022 Q4	$1.06M	Buy	+11,185	New	+$1.02M	0.24%	91
2021 Q3	–	Sell	-1,549	Closed	-$131K	–	91
2021 Q2	$131K	Buy	+1,549	New	+$133K	0.04%	89
2020 Q4	–	Sell	-2,946	Closed	-$241K	–	11
2020 Q3	$241K	Sell	2,946 -398	-12%	-$32.8K	0.09%	52
2020 Q2	$266K	Buy	3,344 +2	+0.1%	+$163	0.11%	45
2020 Q1	$278K	Sell	3,342 -719	-18%	-$68K	0.13%	47
2019 Q4	$384K	Sell	4,061 -369	-8%	-$34.1K	0.16%	59
2019 Q3	$415K	Sell	4,430 -614	-12%	-$55.8K	0.18%	56
2019 Q2	$444K	Sell	5,044 -848	-14%	-$73.1K	0.2%	50
2019 Q1	$493K	Sell	5,892 -89,571	-94%	-$7.12M	0.24%	51
2018 Q4	$7.13M	Buy	+95,463	New	+$7.16M	3.88%	5

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beck Bode LLC's AEP Position: Q3 2024 in Review

Beck Bode LLC sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 9,513 shares — an estimated $835K sold.

Beck Bode LLC first reported a position in AEP in Q4 2018 and held it in 13 quarters. The position peaked at $7.13M in Q4 2018. 1,495 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Beck Bode LLC reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
Beck Bode LLC sold 9,513 American Electric Power shares in Q3 2024, an estimated $835K.
Beck Bode LLC first reported a position in American Electric Power in Q4 2018 and held it in 13 quarters.
Beck Bode LLC's American Electric Power position peaked at $7.13M in Q4 2018.
1,495 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Beck Bode LLC's 13F filing for Q3 2024, filed 12 Nov 2024.