Douglass Winthrop Advisors’s American Electric Power AEP Stock Holding History

Douglass Winthrop 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	-4,818	Closed	-$391K	–	284
2023 Q4	$391K	Sell	4,818 -200	-4%	-$15.5K	0.01%	194
2023 Q3	$377K	Hold	5,018	–	–	0.01%	180
2023 Q2	$423K	Hold	5,018	–	–	0.01%	180
2023 Q1	$457K	Sell	5,018 -200	-4%	-$18.3K	0.01%	179
2022 Q4	$495K	Sell	5,218 -2	-0%	-$182	0.01%	172
2022 Q3	$451K	Sell	5,220 -233	-4%	-$23K	0.01%	174
2022 Q2	$523K	Buy	5,453 +233	+4%	+$23.1K	0.01%	172
2022 Q1	$521K	Hold	5,220	–	–	0.01%	183
2021 Q4	$464K	Hold	5,220	–	–	0.01%	201
2021 Q3	$424K	Hold	5,220	–	–	0.01%	207
2021 Q2	$442K	Hold	5,220	–	–	0.01%	209
2021 Q1	$442K	Hold	5,220	–	–	0.01%	201
2020 Q4	$435K	Hold	5,220	–	–	0.01%	198
2020 Q3	$427K	Hold	5,220	–	–	0.01%	191
2020 Q2	$416K	Hold	5,220	–	–	0.02%	178
2020 Q1	$417K	Buy	5,220 +400	+8%	+$37.8K	0.02%	165
2019 Q4	$456K	Hold	4,820	–	–	0.02%	191
2019 Q3	$452K	Sell	4,820 -400	-8%	-$36.3K	0.02%	185
2019 Q2	$459K	Hold	5,220	–	–	0.02%	181
2019 Q1	$437K	Sell	5,220 -300	-5%	-$23.9K	0.02%	171
2018 Q4	$413K	Hold	5,520	–	–	0.02%	178
2018 Q3	$391K	Sell	5,520 -10,421	-65%	-$741K	0.02%	193
2018 Q2	$1.1M	Buy	15,941 +782	+5%	+$52.7K	0.05%	141
2018 Q1	$1.04M	Buy	15,159 +1,031	+7%	+$69.4K	0.05%	144
2017 Q4	$1.04M	Sell	14,128 -1,492	-10%	-$111K	0.06%	124
2017 Q3	$1.1M	Hold	15,620	–	–	0.06%	116
2017 Q2	$1.08M	Buy	15,620 +2,300	+17%	+$160K	0.07%	114
2017 Q1	$894K	Buy	13,320 +1,600	+14%	+$104K	0.06%	123
2016 Q4	$738K	Buy	11,720 +3,400	+41%	+$210K	0.05%	130
2016 Q3	$534K	Sell	8,320 -2,000	-19%	-$135K	0.04%	152
2016 Q2	$723K	Hold	10,320	–	–	0.05%	135
2016 Q1	$685K	Sell	10,320 -1,000	-9%	-$61.8K	0.05%	137
2015 Q4	$660K	Hold	11,320	–	–	0.05%	148
2015 Q3	$644K	Hold	11,320	–	–	0.05%	142
2015 Q2	$637K	Hold	11,320	–	–	0.05%	153
2015 Q1	$637K	Sell	11,320 -512	-4%	-$30.4K	0.05%	153
2014 Q4	$718K	Buy	11,832 +112	+1%	+$6.41K	0.06%	112
2014 Q3	$612K	Sell	11,720 -2,100	-15%	-$111K	0.06%	114
2014 Q2	$771K	Buy	13,820 +7,100	+106%	+$375K	0.07%	102
2014 Q1	$340K	Sell	6,720 -300	-4%	-$14.6K	0.03%	147
2013 Q4	$328K	Buy	7,020 +300	+4%	+$13.8K	0.03%	144
2013 Q3	$291K	Hold	6,720	–	–	0.03%	143
2013 Q2	$301K	Buy	+6,720	New	+$323K	0.04%	139

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Douglass Winthrop Advisors's AEP Position: Q1 2024 in Review

Douglass Winthrop Advisors sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 4,818 shares — an estimated $391K sold.

Douglass Winthrop Advisors first reported a position in AEP in Q2 2013 and held it in 43 quarters. The position peaked at $1.1M in Q2 2018. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Douglass Winthrop Advisors reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
Douglass Winthrop Advisors sold 4,818 American Electric Power shares in Q1 2024, an estimated $391K.
Douglass Winthrop Advisors first reported a position in American Electric Power in Q2 2013 and held it in 43 quarters.
Douglass Winthrop Advisors's American Electric Power position peaked at $1.1M in Q2 2018.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2024, filed 13 May 2024.