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Boston Financial Management’s American Electric Power AEP Stock Holding History

Boston Financial 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 		– Sell
-2,082
Closed -$214K – 338
2024
Q3 		$214K Sell
2,082
-448
-18% -$43.7K 0.01% 317
2024
Q2 		$222K Sell
2,530
-100
-4% -$8.75K 0.01% 312
2024
Q1 		$226K Sell
2,630
-600
-19% -$48.8K 0.01% 315
2023
Q4 		$262K Buy
3,230
+33
+1% +$2.56K 0.01% 293
2023
Q3 		$240K Buy
3,197
+446
+16% +$36.3K 0.01% 281
2023
Q2 		$232K Sell
2,751
-705
-20% -$62.3K 0.01% 295
2023
Q1 		$314K Sell
3,456
-24
-0.7% -$2.19K 0.01% 269
2022
Q4 		$330K Buy
3,480
+32
+0.9% +$2.91K 0.01% 261
2022
Q3 		$298K Buy
3,448
+619
+22% +$61.2K 0.01% 259
2022
Q2 		$271K Buy
2,829
+9
+0.3% +$892 0.01% 255
2022
Q1 		$281K Buy
+2,820
New +$258K 0.01% 247
2020
Q3 		– Sell
-2,050
Closed -$163K – 234
2020
Q2 		$163K Hold
2,050
– – 0.01% 248
2020
Q1 		$164K Sell
2,050
-400
-16% -$37.8K 0.01% 246
2019
Q4 		$232K Sell
2,450
-86
-3% -$7.94K 0.01% 225
2019
Q3 		$238K Hold
2,536
– – 0.01% 236
2019
Q2 		$223K Buy
2,536
+86
+4% +$7.41K 0.01% 244
2019
Q1 		$205K Buy
+2,450
New +$195K 0.01% 252
2018
Q4 		– Sell
-2,850
Closed -$202K – 254
2018
Q3 		$202K Buy
+2,850
New +$203K 0.01% 287

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

Boston Financial Management's AEP Position: Q4 2024 in Review

Boston Financial Management sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,082 shares — an estimated $214K sold.

Boston Financial Management first reported a position in AEP in Q3 2018 and held it in 18 quarters. The position peaked at $330K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Boston Financial Management reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 2,082 American Electric Power shares in Q4 2024, an estimated $214K.
  • Boston Financial Management first reported a position in American Electric Power in Q3 2018 and held it in 18 quarters.
  • Boston Financial Management's American Electric Power position peaked at $330K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.