DCM Advisors’s American Electric Power AEP Stock Holding History

DCM 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 Q1	–	Sell	-7,800	Closed	-$634K	–	78
2023 Q4	$634K	Buy	+7,800	New	+$605K	0.23%	63

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM Advisors's AEP Position: Q1 2024 in Review

DCM Advisors sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 7,800 shares — an estimated $634K sold.

DCM Advisors first reported a position in AEP in Q4 2023 and held it in 1 quarter. The position peaked at $634K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

DCM Advisors reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
DCM Advisors sold 7,800 American Electric Power shares in Q1 2024, an estimated $634K.
DCM Advisors first reported a position in American Electric Power in Q4 2023 and held it in 1 quarter.
DCM Advisors's American Electric Power position peaked at $634K in Q4 2023.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.