EP
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Eudaimonia Partners’s American Electric Power AEP Stock Holding History

Eudaimonia Partners’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
Q1 		– Sell
-7,967
Closed -$756K – 354
2022
Q4 		$756K Sell
7,967
-515
-6% -$46.9K 0.19% 131
2022
Q3 		$733K Sell
8,482
-1,437
-14% -$142K 0.19% 120
2022
Q2 		$952K Buy
9,919
+16
+0.2% +$1.59K 0.17% 139
2022
Q1 		$988K Buy
+9,903
New +$905K 0.17% 148
2021
Q3 		$713K Buy
8,788
+111
+1% +$9.69K 0.13% 188
2021
Q2 		$734K Buy
8,677
+303
+4% +$26.1K 0.14% 175
2021
Q1 		$710K Buy
8,374
+27
+0.3% +$2.18K 0.15% 158
2020
Q4 		$695K Sell
8,347
-33
-0.4% -$2.86K 0.16% 149
2020
Q3 		$685K Buy
8,380
+138
+2% +$11.4K 0.18% 136
2020
Q2 		$656K Buy
8,242
+11
+0.1% +$898 0.25% 98
2020
Q1 		$658K Buy
8,231
+464
+6% +$43.9K 0.29% 94
2019
Q4 		$734K Buy
+7,767
New +$717K 0.29% 93

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eudaimonia Partners's AEP Position: Q1 2023 in Review

Eudaimonia Partners sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 7,967 shares — an estimated $756K sold.

Eudaimonia Partners first reported a position in AEP in Q4 2019 and held it in 12 quarters. The position peaked at $988K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Eudaimonia Partners reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 7,967 American Electric Power shares in Q1 2023, an estimated $756K.
  • Eudaimonia Partners first reported a position in American Electric Power in Q4 2019 and held it in 12 quarters.
  • Eudaimonia Partners's American Electric Power position peaked at $988K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.