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Eagle Ridge Investment Management’s American Electric Power AEP Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$218K Sell
2,366
-12
-0.5% -$1.16K 0.02% 139
2024
Q3 		$244K Buy
2,378
+12
+0.5% +$1.17K 0.02% 132
2024
Q2 		$208K Hold
2,366
– – 0.02% 136
2024
Q1 		$204K Buy
+2,366
New +$192K 0.02% 145
2023
Q2 		– Sell
-2,366
Closed -$215K – 151
2023
Q1 		$215K Hold
2,366
– – 0.02% 150
2022
Q4 		$225K Hold
2,366
– – 0.03% 144
2022
Q3 		$205K Hold
2,366
– – 0.03% 143
2022
Q2 		$227K Hold
2,366
– – 0.03% 139
2022
Q1 		$236K Hold
2,366
– – 0.03% 149
2021
Q4 		$211K Buy
+2,366
New +$200K 0.02% 155

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Ridge Investment Management's AEP Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its American Electric Power (AEP) stake by 0.5% in Q4 2024, selling an estimated $1.16K and leaving 2,366 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #139.

Eagle Ridge Investment Management first reported a position in AEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $244K in Q3 2024. 1,524 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Eagle Ridge Investment Management held 2,366 shares of American Electric Power worth $218K as of Q4 2024.
  • Eagle Ridge Investment Management sold 12 American Electric Power shares in Q4 2024, an estimated $1.16K.
  • American Electric Power made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #139 holding.
  • Eagle Ridge Investment Management first reported a position in American Electric Power in Q4 2021 and has held it in 10 quarters since.
  • Eagle Ridge Investment Management's American Electric Power position peaked at $244K in Q3 2024.
  • 1,524 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.