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Buckingham Capital Management (Ohio)’s American Electric Power AEP Stock Holding History

Buckingham Capital Management (Ohio)’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 		$665K Sell
7,209
-321
-4% -$31.1K 0.08% 89
2024
Q3 		$773K Sell
7,530
-140
-2% -$13.7K 0.09% 88
2024
Q2 		$673K Sell
7,670
-3,708
-33% -$324K 0.08% 88
2024
Q1 		$980K Sell
11,378
-8,040
-41% -$654K 0.12% 84
2023
Q4 		$1.58M Sell
19,418
-8,364
-30% -$649K 0.21% 69
2023
Q3 		$2.09M Sell
27,782
-471
-2% -$38.3K 0.32% 61
2023
Q2 		$2.38M Sell
28,253
-976
-3% -$86.2K 0.35% 59
2023
Q1 		$2.66M Buy
29,229
+114
+0.4% +$10.4K 0.43% 54
2022
Q4 		$2.76M Sell
29,115
-2,943
-9% -$268K 0.48% 54
2022
Q3 		$2.77M Sell
32,058
-2,618
-8% -$259K 0.54% 52
2022
Q2 		$3.33M Sell
34,676
-2,332
-6% -$231K 0.62% 49
2022
Q1 		$3.69M Buy
37,008
+4,470
+14% +$408K 0.61% 50
2021
Q4 		$2.9M Sell
32,538
-1,580
-5% -$133K 0.45% 51
2021
Q3 		$2.77M Sell
34,118
-333
-1% -$29.1K 0.45% 47
2021
Q2 		$2.91M Buy
34,451
+149
+0.4% +$12.8K 0.47% 47
2021
Q1 		$2.9M Buy
34,302
+1,196
+4% +$96.4K 0.49% 49
2020
Q4 		$2.76M Buy
33,106
+6,653
+25% +$577K 0.49% 49
2020
Q3 		$2.16M Buy
26,453
+8,523
+48% +$702K 0.43% 53
2020
Q2 		$1.43M Buy
17,930
+14,520
+426% +$1.19M 0.31% 61
2020
Q1 		$273K Buy
+3,410
New +$322K 0.07% 113

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

Buckingham Capital Management (Ohio)'s AEP Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its American Electric Power (AEP) stake by 4.3% in Q4 2024, selling an estimated $31.1K and leaving 7,209 shares worth $665K. The position accounts for 0.08% of the portfolio, ranked #89.

Buckingham Capital Management (Ohio) first reported a position in AEP in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.69M in Q1 2022. 1,525 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 7,209 shares of American Electric Power worth $665K as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 321 American Electric Power shares in Q4 2024, an estimated $31.1K.
  • American Electric Power made up 0.08% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #89 holding.
  • Buckingham Capital Management (Ohio) first reported a position in American Electric Power in Q1 2020 and has held it in 20 quarters since.
  • Buckingham Capital Management (Ohio)'s American Electric Power position peaked at $3.69M in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.