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Ecofin Advisors’s American Electric Power AEP Stock Holding History

Ecofin 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
2020
Q4 		$3.97M Sell
47,634
-8,942
-16% -$776K 1.66% 20
2020
Q3 		$4.62M Sell
56,576
-2,026
-3% -$167K 2.24% 20
2020
Q2 		$4.67M Buy
58,602
+7,603
+15% +$621K 2.56% 17
2020
Q1 		$4.08M Sell
50,999
-306
-0.6% -$28.9K 2.79% 15
2019
Q4 		$4.85M Sell
51,305
-5,408
-10% -$500K 2.32% 14
2019
Q3 		$5.31M Sell
56,713
-1,504
-3% -$137K 2.41% 11
2019
Q2 		$5.12M Sell
58,217
-6,468
-10% -$557K 2.55% 11
2019
Q1 		$5.42M Hold
64,685
– – 3.74% 9
2018
Q4 		$4.83M Hold
64,685
– – 3.26% 12
2018
Q3 		$4.58M Hold
64,685
– – 3.02% 13
2018
Q2 		$4.48M Sell
64,685
-45,888
-42% -$3.09M 3% 13
2018
Q1 		$7.58M Buy
110,573
+19,398
+21% +$1.31M 1.61% 16
2017
Q4 		$6.71M Sell
91,175
-21,387
-19% -$1.6M 1.5% 20
2017
Q3 		$7.91M Buy
112,562
+18,596
+20% +$1.32M 1.9% 17
2017
Q2 		$6.53M Buy
93,966
+23,368
+33% +$1.62M 1.56% 20
2017
Q1 		$4.74M Buy
70,598
+14,789
+26% +$958K 1.25% 17
2016
Q4 		$3.51M Sell
55,809
-564
-1% -$34.8K 0.97% 21
2016
Q3 		$3.62M Sell
56,373
-52,036
-48% -$3.5M 0.94% 22
2016
Q2 		$7.6M Sell
108,409
-61,645
-36% -$4.03M 1.49% 22
2016
Q1 		$11.3M Buy
170,054
+23,438
+16% +$1.45M 1.88% 19
2015
Q4 		$8.54M Buy
+146,616
New +$8.31M 1.44% 24
2013
Q4 		– Sell
-1,228
Closed -$28.3K – 49
2013
Q3 		$28.3K Buy
+1,228
New +$54.6K 0.3% 25

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ecofin Advisors's AEP Position: Q4 2020 in Review

Ecofin Advisors reduced its American Electric Power (AEP) stake by 16% in Q4 2020, selling an estimated $776K and leaving 47,634 shares worth $3.97M. The position accounts for 1.66% of the portfolio, ranked #20.

Ecofin Advisors first reported a position in AEP in Q3 2013 and has held it in 22 quarters since. The position peaked at $11.3M in Q1 2016. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Ecofin Advisors held 47,634 shares of American Electric Power worth $3.97M as of Q4 2020.
  • Ecofin Advisors sold 8,942 American Electric Power shares in Q4 2020, an estimated $776K.
  • American Electric Power made up 1.66% of Ecofin Advisors's portfolio in Q4 2020, its #20 holding.
  • Ecofin Advisors first reported a position in American Electric Power in Q3 2013 and has held it in 22 quarters since.
  • Ecofin Advisors's American Electric Power position peaked at $11.3M in Q1 2016.
  • 1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.