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Element Capital Management’s American Electric Power AEP Stock Holding History

Element Capital 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
2023
Q4 		– Sell
-56,700
Closed -$4.26M – 15
2023
Q3 		$4.26M Sell
56,700
-11,151
-16% -$907K 0.38% 75
2023
Q2 		$5.71M Buy
67,851
+3,537
+5% +$312K 0.39% 61
2023
Q1 		$5.85M Buy
+64,314
New +$5.88M 0.44% 58
2019
Q3 		– Sell
-20,487
Closed -$1.8M – 227
2019
Q2 		$1.8M Sell
20,487
-120,384
-85% -$10.4M 0.12% 165
2019
Q1 		$11.8M Buy
140,871
+135,628
+2,587% +$10.8M 0.36% 54
2018
Q4 		$392K Sell
5,243
-47,022
-90% -$3.53M 0.01% 394
2018
Q3 		$3.71M Buy
+52,265
New +$3.72M 0.07% 210

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return