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CWS Financial Advisors’s American Electric Power AEP Stock Holding History

CWS Financial 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
2023
Q4 		– Sell
-1,050
Closed -$79K – 145
2023
Q3 		$79K Buy
+1,050
New +$85.4K 0.03% 150
2022
Q3 		– Sell
-2,611
Closed -$250K – 137
2022
Q2 		$250K Buy
2,611
+191
+8% +$18.9K 0.11% 120
2022
Q1 		$241K Buy
2,420
+68
+3% +$6.21K 0.09% 136
2021
Q4 		$209K Buy
+2,352
New +$198K 0.07% 145
2020
Q2 		– Sell
-2,280
Closed -$215K – 120
2020
Q1 		$215K Hold
2,280
– – 0.16% 111
2019
Q4 		$215K Buy
+2,280
New +$211K 0.16% 112

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

CWS Financial Advisors's AEP Position: Q4 2023 in Review

CWS Financial Advisors sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 1,050 shares — an estimated $79K sold.

CWS Financial Advisors first reported a position in AEP in Q4 2019 and held it in 6 quarters. The position peaked at $250K in Q2 2022. 1,350 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • CWS Financial Advisors reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,050 American Electric Power shares in Q4 2023, an estimated $79K.
  • CWS Financial Advisors first reported a position in American Electric Power in Q4 2019 and held it in 6 quarters.
  • CWS Financial Advisors's American Electric Power position peaked at $250K in Q2 2022.
  • 1,350 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.