Eudaimonia Advisors’s American Electric Power AEP Stock Holding History

Eudaimonia 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	$723K	Sell	8,394 -500	-6%	-$40.6K	0.38%	75
2023 Q4	$722K	Hold	8,894	–	–	0.47%	66
2023 Q3	$669K	Sell	8,894 -61	-0.7%	-$4.96K	0.47%	67
2023 Q2	$754K	Hold	8,955	–	–	0.51%	61
2023 Q1	$815K	Hold	8,955	–	–	0.55%	55
2022 Q4	$850K	Buy	8,955 +1,005	+13%	+$91.5K	0.57%	48
2022 Q3	$687K	Hold	7,950	–	–	0.47%	55
2022 Q2	$763K	Hold	7,950	–	–	0.52%	49
2022 Q1	$793K	Sell	7,950 -50	-0.6%	-$4.57K	0.46%	60
2021 Q4	$712K	Buy	+8,000	New	+$675K	0.42%	67

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eudaimonia Advisors's AEP Position: Q1 2024 in Review

Eudaimonia Advisors reduced its American Electric Power (AEP) stake by 5.6% in Q1 2024, selling an estimated $40.6K and leaving 8,394 shares worth $723K. The position accounts for 0.38% of the portfolio, ranked #75.

Eudaimonia Advisors first reported a position in AEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $850K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Eudaimonia Advisors held 8,394 shares of American Electric Power worth $723K as of Q1 2024.
Eudaimonia Advisors sold 500 American Electric Power shares in Q1 2024, an estimated $40.6K.
American Electric Power made up 0.38% of Eudaimonia Advisors's portfolio in Q1 2024, its #75 holding.
Eudaimonia Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's American Electric Power position peaked at $850K in Q4 2022.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.