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Eldridge Investment Advisors’s American Electric Power AEP Stock Holding History

Eldridge Investment 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
2022
Q4 		– Sell
-66
Closed -$6K – 135
2022
Q3 		$6K Buy
+66
New +$6.53K ﹤0.01% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Eldridge Investment Advisors's AEP Position: Q4 2022 in Review

Eldridge Investment Advisors sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 66 shares — an estimated $6K sold.

Eldridge Investment Advisors first reported a position in AEP in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Eldridge Investment Advisors reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
  • Eldridge Investment Advisors sold 66 American Electric Power shares in Q4 2022, an estimated $6K.
  • Eldridge Investment Advisors first reported a position in American Electric Power in Q3 2022 and held it in 1 quarter.
  • Eldridge Investment Advisors's American Electric Power position peaked at $6K in Q3 2022.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Eldridge Investment Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.