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Columbia Trust’s American Electric Power AEP Stock Holding History

Columbia Trust’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
2023
Q4 		$200K Buy
+2,463
New +$191K 0.09% 144

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Columbia Trust's AEP Position: Q4 2023 in Review

Columbia Trust opened a new position in American Electric Power (AEP) in Q4 2023: 2,463 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings.

1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • Columbia Trust held 2,463 shares of American Electric Power worth $200K as of Q4 2023.
  • American Electric Power was a new Columbia Trust position in Q4 2023.
  • American Electric Power made up 0.09% of Columbia Trust's portfolio in Q4 2023, its #144 holding.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.