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Delap Wealth Advisory’s American Electric Power AEP Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-2,527
Closed -$218K – 125
2024
Q1 		$218K Buy
+2,527
New +$205K 0.09% 225

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Delap Wealth Advisory's AEP Position: Q2 2024 in Review

Delap Wealth Advisory sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 2,527 shares — an estimated $218K sold.

Delap Wealth Advisory first reported a position in AEP in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • Delap Wealth Advisory reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,527 American Electric Power shares in Q2 2024, an estimated $218K.
  • Delap Wealth Advisory first reported a position in American Electric Power in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's American Electric Power position peaked at $218K in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.