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Cypress Asset Management’s American Electric Power AEP Stock Holding History

Cypress Asset 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
2023
Q3 		– Sell
-3,300
Closed -$278K – 113
2023
Q2 		$278K Sell
3,300
-75
-2% -$6.62K 0.09% 111
2023
Q1 		$307K Buy
3,375
+50
+2% +$4.57K 0.11% 110
2022
Q4 		$316K Hold
3,325
– – 0.11% 107
2022
Q3 		$287K Hold
3,325
– – 0.11% 110
2022
Q2 		$319K Hold
3,325
– – 0.11% 106
2022
Q1 		$332K Hold
3,325
– – 0.1% 114
2021
Q4 		$296K Sell
3,325
-150
-4% -$12.7K 0.07% 127
2021
Q3 		$282K Sell
3,475
-50
-1% -$4.37K 0.07% 126
2021
Q2 		$298K Sell
3,525
-70
-2% -$6.03K 0.08% 124
2021
Q1 		$304K Sell
3,595
-405
-10% -$32.6K 0.08% 122
2020
Q4 		$333K Buy
+4,000
New +$347K 0.09% 125
2017
Q2 		– Sell
-3,710
Closed -$249K – 194
2017
Q1 		$249K Sell
3,710
-250
-6% -$16.2K 0.05% 191
2016
Q4 		$249K Hold
3,960
– – 0.05% 189
2016
Q3 		$254K Hold
3,960
– – 0.05% 184
2016
Q2 		$278K Sell
3,960
-115
-3% -$7.53K 0.06% 172
2016
Q1 		$271K Sell
4,075
-25
-0.6% -$1.55K 0.06% 171
2015
Q4 		$239K Hold
4,100
– – 0.05% 174
2015
Q3 		$233K Sell
4,100
-50
-1% -$2.77K 0.05% 177
2015
Q2 		$220K Hold
4,150
– – 0.04% 188
2015
Q1 		$233K Buy
+4,150
New +$246K 0.04% 181

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cypress Asset Management's AEP Position: Q3 2023 in Review

Cypress Asset Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 3,300 shares — an estimated $278K sold.

Cypress Asset Management first reported a position in AEP in Q1 2015 and held it in 20 quarters. The position peaked at $333K in Q4 2020. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Cypress Asset Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Cypress Asset Management sold 3,300 American Electric Power shares in Q3 2023, an estimated $278K.
  • Cypress Asset Management first reported a position in American Electric Power in Q1 2015 and held it in 20 quarters.
  • Cypress Asset Management's American Electric Power position peaked at $333K in Q4 2020.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Cypress Asset Management's 13F filing for Q3 2023, filed 12 Feb 2024.