CS
AEP icon

Capital Square’s American Electric Power AEP Stock Holding History

Capital Square’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
2020
Q2 		– Sell
-1,247
Closed -$100K – 141
2020
Q1 		$100K Buy
+1,247
New +$118K 0.12% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Square's AEP Position: Q2 2020 in Review

Capital Square sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 1,247 shares — an estimated $100K sold.

Capital Square first reported a position in AEP in Q1 2020 and held it in 1 quarter. The position peaked at $100K in Q1 2020. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

  • Capital Square reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 1,247 American Electric Power shares in Q2 2020, an estimated $100K.
  • Capital Square first reported a position in American Electric Power in Q1 2020 and held it in 1 quarter.
  • Capital Square's American Electric Power position peaked at $100K in Q1 2020.
  • 1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.