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Capasso Planning Partners’s American Electric Power AEP Stock Holding History

Capasso Planning 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
Q4 		– Sell
-2,320
Closed -$238K – 101
2024
Q3 		$238K Sell
2,320
-782
-25% -$76.3K 0.07% 136
2024
Q2 		$272K Buy
+3,102
New +$271K 0.09% 119

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 $1.6B AUM 20.7% 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

Capasso Planning Partners's AEP Position: Q4 2024 in Review

Capasso Planning Partners sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 2,320 shares — an estimated $238K sold.

Capasso Planning Partners first reported a position in AEP in Q2 2024 and held it in 2 quarters. The position peaked at $272K in Q2 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Capasso Planning Partners reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 2,320 American Electric Power shares in Q4 2024, an estimated $238K.
  • Capasso Planning Partners first reported a position in American Electric Power in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's American Electric Power position peaked at $272K in Q2 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.