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Disciplined Investments’s American Electric Power AEP Stock Holding History

Disciplined Investments’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
-450
Closed -$37.9K – 139
2023
Q2 		$37.9K Sell
450
-2
-0.4% -$177 0.02% 223
2023
Q1 		$41.1K Sell
452
-3
-0.7% -$274 0.02% 244
2022
Q4 		$43.2K Sell
455
-5
-1% -$455 0.02% 222
2022
Q3 		$40K Buy
460
+1
+0.2% +$99 0.02% 239
2022
Q2 		$44K Sell
459
-509
-53% -$50.4K 0.02% 230
2022
Q1 		$97K Buy
968
+27
+3% +$2.47K 0.04% 175
2021
Q4 		$84K Buy
941
+5
+0.5% +$422 0.04% 167
2021
Q3 		$76K Buy
936
+4
+0.4% +$349 0.04% 163
2021
Q2 		$79K Buy
932
+5
+0.5% +$431 0.04% 154
2021
Q1 		$79K Buy
927
+5
+0.5% +$403 0.05% 146
2020
Q4 		$77K Buy
922
+4
+0.4% +$347 0.05% 129
2020
Q3 		$75K Buy
918
+4
+0.4% +$329 0.06% 135
2020
Q2 		$73K Buy
914
+4
+0.4% +$326 0.06% 136
2020
Q1 		$73K Buy
910
+788
+646% +$74.5K 0.07% 124
2019
Q4 		$12K Buy
+122
New +$11.3K 0.01% 277

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 $3.37T AUM 44.26% 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

Disciplined Investments's AEP Position: Q3 2023 in Review

Disciplined Investments sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 450 shares — an estimated $37.9K sold.

Disciplined Investments first reported a position in AEP in Q4 2019 and held it in 15 quarters. The position peaked at $97K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Disciplined Investments reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 450 American Electric Power shares in Q3 2023, an estimated $37.9K.
  • Disciplined Investments first reported a position in American Electric Power in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's American Electric Power position peaked at $97K in Q1 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.