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CEDRUS’s American Electric Power AEP Stock Holding History

CEDRUS’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 		$299K Sell
2,910
-2,243
-44% -$219K 0.11% 141
2024
Q2 		$452K Sell
5,153
-256
-5% -$22.4K 0.23% 83
2024
Q1 		$466K Sell
5,409
-911
-14% -$74.1K 0.25% 73
2023
Q4 		$513K Sell
6,320
-1,033
-14% -$80.2K 0.32% 59
2023
Q3 		$553K Buy
7,353
+785
+12% +$63.9K 0.39% 48
2023
Q2 		$553K Buy
6,568
+471
+8% +$41.6K 0.39% 46
2023
Q1 		$555K Buy
6,097
+180
+3% +$16.5K 0.39% 50
2022
Q4 		$562K Buy
5,917
+1,481
+33% +$135K 0.45% 43
2022
Q3 		$383K Buy
4,436
+38
+0.9% +$3.76K 0.36% 53
2022
Q2 		$422K Buy
4,398
+666
+18% +$66K 0.41% 46
2022
Q1 		$372K Buy
3,732
+436
+13% +$39.8K 0.34% 70
2021
Q4 		$293K Buy
+3,296
New +$278K 0.28% 100

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CEDRUS's AEP Position: Q3 2024 in Review

CEDRUS reduced its American Electric Power (AEP) stake by 44% in Q3 2024, selling an estimated $219K and leaving 2,910 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #141.

CEDRUS first reported a position in AEP in Q4 2021 and has held it in 12 quarters since. The position peaked at $562K in Q4 2022. 1,494 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • CEDRUS held 2,910 shares of American Electric Power worth $299K as of Q3 2024.
  • CEDRUS sold 2,243 American Electric Power shares in Q3 2024, an estimated $219K.
  • American Electric Power made up 0.11% of CEDRUS's portfolio in Q3 2024, its #141 holding.
  • CEDRUS first reported a position in American Electric Power in Q4 2021 and has held it in 12 quarters since.
  • CEDRUS's American Electric Power position peaked at $562K in Q4 2022.
  • 1,494 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.