CHA
AEP icon

Carmichael Hill & Associates’s American Electric Power AEP Stock Holding History

Carmichael Hill & Associates’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
Q3 		$25.1K Hold
245
– – 0.01% 477
2024
Q2 		$21.5K Hold
245
– – 0.01% 476
2024
Q1 		$21.1K Hold
245
– – 0.01% 472
2023
Q4 		$19.9K Hold
245
– – 0.01% 479
2023
Q3 		$18.4K Hold
245
– – 0.01% 478
2023
Q2 		$20.6K Buy
245
+10
+4% +$883 0.01% 462
2023
Q1 		$21.4K Buy
+235
New +$21.5K 0.01% 443

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmichael Hill & Associates's AEP Position: Q3 2024 in Review

Carmichael Hill & Associates held its American Electric Power (AEP) position steady in Q3 2024 at 245 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #477.

Carmichael Hill & Associates first reported a position in AEP in Q1 2023 and has held it in 7 quarters since. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Carmichael Hill & Associates held 245 shares of American Electric Power worth $25.1K as of Q3 2024.
  • Carmichael Hill & Associates left its American Electric Power share count unchanged in Q3 2024.
  • American Electric Power made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #477 holding.
  • Carmichael Hill & Associates first reported a position in American Electric Power in Q1 2023 and has held it in 7 quarters since.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.