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C2C Wealth Management’s American Electric Power AEP Stock Holding History

C2C Wealth 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
2023
Q4 		– Sell
-9,704
Closed -$693K – 106
2023
Q3 		$693K Hold
9,704
– – 0.1% 105
2023
Q2 		$835K Hold
9,704
– – 0.11% 95
2023
Q1 		$915K Hold
9,704
– – 0.15% 90
2022
Q4 		$894K Hold
9,704
– – 0.15% 65
2022
Q3 		$880K Hold
9,704
– – 0.17% 68
2022
Q2 		$908K Hold
9,704
– – 0.17% 70
2022
Q1 		$1M Hold
9,704
– – 0.17% 74
2021
Q4 		$863K Buy
+9,704
New +$819K 0.12% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

C2C Wealth Management's AEP Position: Q4 2023 in Review

C2C Wealth Management sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 9,704 shares — an estimated $693K sold.

C2C Wealth Management first reported a position in AEP in Q4 2021 and held it in 8 quarters. The position peaked at $1M in Q1 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • C2C Wealth Management reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 9,704 American Electric Power shares in Q4 2023, an estimated $693K.
  • C2C Wealth Management first reported a position in American Electric Power in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's American Electric Power position peaked at $1M in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.