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Clear Point Advisors’s American Electric Power AEP Stock Holding History

Clear Point Advisors’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
-53
Closed -$5.44K – 113
2024
Q3 		$5.44K Hold
53
– – ﹤0.01% 385
2024
Q2 		$4.65K Hold
53
– – ﹤0.01% 388
2024
Q1 		$4.56K Hold
53
– – ﹤0.01% 389
2023
Q4 		$4.3K Buy
+53
New +$4.11K ﹤0.01% 376

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

Clear Point Advisors's AEP Position: Q4 2024 in Review

Clear Point Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 53 shares — an estimated $5.44K sold.

Clear Point Advisors first reported a position in AEP in Q4 2023 and held it in 4 quarters. The position peaked at $5.44K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Clear Point Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 53 American Electric Power shares in Q4 2024, an estimated $5.44K.
  • Clear Point Advisors first reported a position in American Electric Power in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's American Electric Power position peaked at $5.44K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.