Cassady Schiller Wealth Management’s American Electric Power AEP Stock Holding History

Cassady Schiller 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
2024 Q4	$124K	Buy	1,349 +5	+0.4%	+$484	0.05%	149
2024 Q3	$138K	Hold	1,344	–	–	0.05%	140
2024 Q2	$118K	Sell	1,344 -600	-31%	-$52.5K	0.05%	146
2024 Q1	$167K	Buy	1,944 +24	+1%	+$1.95K	0.07%	128
2023 Q4	$156K	Hold	1,920	–	–	0.08%	127
2023 Q3	$144K	Sell	1,920 -125	-6%	-$10.2K	0.08%	127
2023 Q2	$172K	Hold	2,045	–	–	0.09%	114
2023 Q1	$186K	Sell	2,045 -67	-3%	-$6.13K	0.09%	108
2022 Q4	$201K	Buy	+2,112	New	+$192K	0.12%	98
2022 Q3	–	Sell	-2,125	Closed	-$204K	–	105
2022 Q2	$204K	Hold	2,125	–	–	0.11%	100
2022 Q1	$212K	Buy	2,125 +1,192	+128%	+$109K	0.1%	107
2021 Q4	$83K	Buy	+933	New	+$78.7K	0.05%	151

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's AEP Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its American Electric Power (AEP) stake by 0.37% in Q4 2024, buying an estimated $484 and bringing the position to 1,349 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #149.

Cassady Schiller Wealth Management first reported a position in AEP in Q4 2021 and has held it in 12 quarters since. The position peaked at $212K in Q1 2022. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

Cassady Schiller Wealth Management held 1,349 shares of American Electric Power worth $124K as of Q4 2024.
Cassady Schiller Wealth Management bought 5 American Electric Power shares in Q4 2024, an estimated $484.
American Electric Power made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #149 holding.
Cassady Schiller Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 12 quarters since.
Cassady Schiller Wealth Management's American Electric Power position peaked at $212K in Q1 2022.
1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.